Insurance Agent - Mortgage Protection & Financial Services
SWAT Financial
**Sales Representative - Industrial ServInsurance Agent – Mortgage Protection & Financial Services
Full-Time | Remote & Field Opportunities | Commission + Bonuses**
Help Families Protect What Matters Most
At SWAT Financial , our mission is to help individuals and families build stronger financial futures through education, protection, and personalized financial solutions.
We specialize in providing clients with products that create real security and peace of mind, including:
Mortgage Protection Insurance
Life Insurance
Disability Insurance
Financial Protection Solutions
We are looking for motivated, coachable, and growth-minded individuals to join our team as Insurance Agents .
Whether you are experienced in the industry or looking to build a long-term career in financial services, SWAT Financial provides the training, systems, and support needed to succeed.
Position Overview
As an Insurance Agent , you will work directly with individuals and families to help them protect their income, homes, and loved ones through customized insurance and financial protection solutions.
This is a relationship-driven sales role focused on educating clients, identifying needs, and helping them make informed financial decisions.
What You’ll Do
Meet with clients virtually or in person to assess financial protection needs
Present mortgage protection, life insurance, and disability insurance solutions
Educate families on coverage options and long-term financial security
Build and maintain strong client relationships
Follow up with leads and maintain an active sales pipeline
Guide clients through the application and policy process
Participate in ongoing training, mentorship, and development programs
What We’re Looking For
Strong communication and relationship-building skills
Self-motivated and goal-oriented mindset
Coachable with a willingness to learn
Professional attitude and strong work ethic
Ability to work independently while contributing to a team culture
Preferred Qualifications:
Sales or customer service experience
Insurance license (or willingness to obtain one)
Background in mortgage, financial services, or client-facing roles
Compensation & Growth
Competitive commission structure
Performance bonuses and incentives
Flexible work opportunities
Ongoing mentorship and leadership development
Career advancement opportunities into leadership and management roles
Strong income potential with uncapped earnings
Why Join SWAT Financial?
Opportunity to make a real impact in people’s lives
Supportive and growth-focused culture
Training systems designed to help agents succeed
Work in a meaningful industry focused on protection and financial security
Build long-term income and professional development opportunities
Ideal Candidate
You are someone who:
Wants to help families create financial security
Enjoys building relationships and solving problems
Is motivated by personal growth and performance-based income
Wants a career with long-term opportunity and purpose
Apply Today
If you’re ready to build a meaningful career helping families protect their future while growing professionally and financially, apply today to join SWAT Financial.
ices Industry
Job Summary
We are seeking a motivated and results-driven Sales Representative to join our growing Industrial Services team. The ideal candidate will be responsible for generating new business, maintaining strong client relationships, and driving revenue growth by promoting industrial service solutions to commercial and industrial clients.
This role is perfect for a sales professional who thrives in a fast-paced environment, enjoys building relationships, and has a strong ability to identify customer needs and deliver effective solutions. The successful candidate will play a key role in expanding market presence and supporting long-term business growth.
Key Responsibilities
Identify and develop new business opportunities through prospecting, networking, referrals, and lead generation
Build and maintain strong relationships with existing and prospective clients
Present and promote industrial service solutions to customers in a professional and consultative manner
Conduct client meetings, site visits, and sales presentations to understand customer needs
Prepare and deliver quotes, proposals, and service agreements
Negotiate pricing, terms, and contracts while maintaining profitability goals
Achieve or exceed monthly, quarterly, and annual sales targets
Maintain accurate records of sales activities, pipeline updates, and customer interactions using CRM software
Collaborate with operations and customer service teams to ensure successful project execution and client satisfaction
Stay informed about industry trends, competitor activities, and market conditions
Follow company sales procedures, safety policies, and compliance standards
Qualifications
Previous experience in sales, business development, account management, or industrial services preferred
Strong communication, presentation, and negotiation skills
Proven ability to build relationships and close sales opportunities
Self-motivated, goal-oriented, and capable of working independently
Excellent organizational and time management abilities
Proficiency in Microsoft Office and CRM systems
Ability to manage multiple accounts and priorities in a fast-paced environment
Valid driver’s license and willingness to travel as needed
Preferred Skills
B2B sales experience
Industrial, construction, manufacturing, or service industry background
Lead generation and pipeline management
Consultative selling and problem-solving skills
Customer relationship management
Strong follow-up and closing abilities
What We Offer
Competitive base salary plus commission and performance incentives
Career growth and advancement opportunities
Ongoing training and professional development
Supportive and team-oriented work environment
Health, dental, and vision benefits (if applicable)
Paid time off and company holidays
Company vehicle or travel allowance (if applicable)
Why Join Us?
We are committed to delivering high-quality industrial solutions while building strong partnerships with our clients. Our team values professionalism, integrity, innovation, and performance. If you are passionate about sales and want to grow your career in the Industrial Services industry, we encourage you to apply.
Apply Today
Take the next step in your sales career and become part of a growing organization that values talent, hard work, and long-term success.
- ...NoticeWho we are:Shape a brighter financial future with us.Together with... ...a next-generation financial services company and national bank... ...operations platform in lending, mortgage technology, or another... ...for the job, without regard to protected characteristics.Pursuant to the...MortgageWork at officeRemote work
- ...first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title... ...Horton, Inc. is currently looking for a* Licensed Insurance Sales *** Agent ****for theirMain OfficeDepartment. The right candidate...MortgageWork at office
- ...NoticeWho we are:Shape a brighter financial future with us.Together with... ...a next-generation financial services company and national bank... ...commercial lending, including mortgage credit, secured lending, commercial... ...the job, without regard to protected characteristics.Pursuant to...MortgageSelf employmentRemote work
- ...for a high-performing Insurance Sales Producer to join... ...with realtors, mortgage lenders, auto dealers,... ...coverage options based on protection and customer needs — not... ...clean handoff to the service team. Account Rounding... ...customer and financial information Valid Texas...MortgageLocal area
$90k - $110k
...Assist in preparing and analyzing financial statements - balance sheets,... ...experience at financial services firms (Big 4 experience a major... ...~ Real estate/mortgage and debt instrument accounting... ...information, please contact Haley at [email protected] . Apply NowMortgagePermanent employment$105k - $130k
We are assisting a national mortgage lender that is looking for a Finance Manager to lead financial planning and analysis for its Mortgage Servicing organization. You'll work directly with servicing... ...and validation checks in place to protect the integrity of servicing and...MortgageShift work- ...Independent Insurance Agents — Producer Track or Manager Track Life Insurance | Mortgage Protection | Final Expense | IUL Candidates Must Reside in the US Whether you want to maximize personal production or build and lead a team , this opportunity gives...MortgageDaily paidRemote work
$80k - $100k
...Compensation: $80,000 - $100,000 / Annually Industry: Financial Services Benefits: This position is eligible for a competitive benefits... ...initiatives. The ideal candidate will have experience in mortgage banking, warehouse lending, or portfolio management, with...MortgageLocal area- ...quality and professionalism in service delivery. Job... ...About Us Chase is a leading financial services firm, helping nearly... ...discriminate on the basis of any protected attribute, including race, religion... ...banking as well as lending, mortgages, credit cards, payments, auto...Mortgage
- ...experiences across our products and services. Leveraging advanced... ...About Us Chase is a leading financial services firm, helping... ...discriminate on the basis of any protected attribute, including race,... ...personal banking, credit cards, mortgages, auto financing, investment...MortgageShift work
- ...and/or retail credit at a large-scale financial services organization ~ Demonstrated ability... ...not discriminate on the basis of any protected attribute, including race, religion, color... ...personal banking, credit cards, mortgages, auto financing, investment advice, small...MortgageWork visa
- ...initiatives to improve the financial lives of our customers, value... ...initiatives, preferably in financial services digital platforms and/or... ...on the basis of any protected attribute, including race, religion... ...banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...business goals in the dynamic environment of financial services. As an Experience Design Senior... ...not discriminate on the basis of any protected attribute, including race, religion,... ...including personal banking, credit cards, mortgages, auto financing, investment advice,...Mortgage
- ...FUNCTION / SUMMARY: The Financial Center Supervisor ensures a solid... ...accurate and superior client service by performing the following... ...position requires National Mortgage Licensing System and Registry... ...genetic information, status as a protected veteran, disabled veteran, or...MortgageWork at officeLocal areaNight shiftDay shiftAfternoon shift
- ...options. About Us Chase is a leading financial services firm, helping nearly half of America's... ...not discriminate on the basis of any protected attribute, including race, religion,... ...personal banking, credit cards, mortgages, auto financing, investment advice, small...MortgageWork at office
- ...communities and strengthen financial health at scale. In this role... ...Chase is a leading financial services firm, helping nearly half of... ...on the basis of any protected attribute, including race, religion... ...personal banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via... ...position requires National Mortgage Licensing System and Registry... ...discriminate on the basis of any protected attribute, including race,...MortgageImmediate start
- ...banking, deposits, payments, or related financial services products Knowledge of banking... ...not discriminate on the basis of any protected attribute, including race, religion, color... ...including personal banking, credit cards, mortgages, auto financing, investment advice,...Mortgage
$85k - $105k
...of their home and their financial future. Through a range of reverse mortgage solutions, we help... ...advisors, auditors, and tax service providers. • Responds... ..., dental, vision, life insurance, paid time-off benefits... ...other characteristics protected by law. -------------...MortgageWork at officeLocal areaFlexible hours- ...Day About Us Chase is a leading financial services firm, helping nearly half of America’s... ...not discriminate on the basis of any protected attribute, including race, religion, color... ...personal banking, credit cards, mortgages, auto financing, investment advice, small...MortgageFull timeShift work
- ...Description If you believe that financial advising should feel like a... ...years of relevant financial services or brokerage experience... ...on the basis of any protected attribute, including race, religion... ...personal banking, credit cards, mortgages, auto financing, investment...MortgageTemporary workWork at officeShift work
- ...perfection documents to protect banks security... ...managers, customers, agent banks, attorneys, title companies and insurance agents to ensure all conditions... ...in Banking or Financial Services At least 2 years of... ...experience in a consumer, mortgage, or commercial lending...MortgageFull timePart timeLocal areaMonday to Friday3 days per week
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...by Consumer Financial Protection Bureau regulations.... ...and spouse/child life insurance; short and long-term disability... ...Fair Enforcement for Mortgage Licensing Act of 2008...MortgageFull timeTemporary workPart timeWork experience placementWork at office
$30k - $160k
...Own Valentine Financial Group is a growing independent insurance agency based in Fredericksburg... ...financial protection solutions. We... ...life insurance, mortgage protection, living... ...available to help agents build their business... ...sales, customer service, leadership, education...MortgageFull timePart timeImmediate startRemote workFlexible hours- ...engagements across business services and strategic initiatives... ...About Us Chase is a leading financial services firm, helping nearly... ...on the basis of any protected attribute, including race, religion... ...personal banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients over... ...on the basis of any protected attribute, including race, religion... ...personal banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...narrative structure of products and services. Create engaging, user-... ...Experience in financial services, another regulated... ...discriminate on the basis of any protected attribute, including race, religion... ...personal banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...the world’s most innovative financial organizations to deliver high... ...is a leading financial services firm, helping nearly half of... ...discriminate on the basis of any protected attribute, including race,... ...personal banking, credit cards, mortgages, auto financing, investment...MortgageFlexible hours
- ...The Position Job Title Mortgage Loan Officer Job Description... ...United Bank products and services. Works with bank personnel... ...high ethical standards, and insures compliance with every borrower... ...sex, national origin, or any other characteristic protected by law....MortgageWork experience placement
- ...time About Us Chase is a leading financial services firm, helping nearly half of America’s... ...not discriminate on the basis of any protected attribute, including race, religion, color... ...personal banking, credit cards, mortgages, auto financing, investment advice, small...MortgageFull timeVisa sponsorshipShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance Agent - Mortgage Protection & Financial Services. Be the first to apply!
- insurance professional Frisco, TX
- licensed health insurance agent work from home Frisco, TX
- health insurance sales representative Frisco, TX
- life insurance specialist Frisco, TX
- insurance associate Frisco, TX
- insurance specialist Frisco, TX
- independent insurance agent Frisco, TX
- insurance representative Frisco, TX
- medical insurance specialist Frisco, TX
- healthcare insurance specialist Frisco, TX





