Frost · 1 week ago
Producer - Life Advisor - Frost Insurance Agency
Austin, TX - Main Office
Full-time
Onsite
Entry, Mid Level
2+ years expFrost Insurance Agency is dedicated to providing exceptional banking, investment, and insurance services. The Producer – Life Advisor role involves screening leads, conducting client meetings, and driving new business in life insurance sales while ensuring client satisfaction and promoting the significance of life insurance in the community.
Banking
Responsibilities
Achieve objectives established in the annual producer – life insurance sales plan
Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance
Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments
Assess prospects needs and financial situations to recommend life insurance coverage and solutions
Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage
Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details
Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage
Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies
Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance
Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Qualification
Required
2+ years' experience in advanced life sales
Texas General Lines Agents License: Life, Accident, or Health
FINRA Series 66 (or 63 and 65)
Excellent written and verbal communication skills, as well as strong organization skills
Proven ability to pursue and close sales
Proficiency in Microsoft applications
Preferred
FINRA Series 7
Benefits
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Company
Frost
Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Phillip Green
Chairman and Chief Executive Officer
Recent News
2025-11-25
2025-11-03
PR Newswire
2025-10-31
Company data provided by crunchbase