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.
- ...first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title... ...R. Horton, Inc. is currently looking for a Licensed Insurance Sales Agent for their Main Office Department. 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
$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$60k
...ll meet with families, educate them on financial protection options, and help them make informed... ...protection needs Educate clients on life insurance and financial protection options... ...process Provide excellent customer service and ongoing support to policyholders...SuggestedLocal area- Join the Firmwide Financial Health team and help provide visibility... ...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...MortgageVisa sponsorship
- ...trusted advisor to clients, matching financial products and services to meet their goals.* Proactively... ...refer clients to internal partners (mortgage, business banking, investments) for... ...disability, genetic information, status as a protected veteran, disabled veteran, or other...MortgageFull timeWork at officeLocal areaAfternoon shift
$65k
...Description Join us at Nobility Financial - Relentless Team as an Insurance Sales Agent Trainee and embark on a... ...planning, and comprehensive financial protection. We're committed to your growth,... ...Qualifications: Experience in customer service or sales roles, showcasing your...Traineeship$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- ...Promote Bank products and services to existing and... ...RESPONSIBILITIES Provides expert mortgage advice to potential... ...borrower(s), closing agents, Realtors and others... ..., status as a protected veteran, disabled veteran... ...America's strongest, safest financial services institutions,...MortgageWork at officeLocal areaImmediate start
- ...Overview We are Rubin Financial Group (powered by... ...and a focus on life insurance products. It highlights... ...Final Expense, IUL, Mortgage Protection, Annuities, and Living... ...and developing agents ~ Licensed life insurance... ...team built on service, support, and success...MortgageFull timeFor contractorsRemote workFlexible hours
- ...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
- ...relationships and providing financial advice to your clients, a role... ...supporting your assigned branches and protect the firm by following sound... ...core business products and services with understanding of general... ...banking, credit cards, mortgages, auto financing, investment advice...MortgageWork experience placement
- ...The Role CountryPlace Mortgage, a leading nationwide... ..., is seeking a Senior Financial Analyst to help grow our... ...and flow agreements, servicing transfers, approvals,... ...Medical/Dental/Vision Insurance Paid Holidays 401K Match... ..., or any other protected status with respect to...MortgageWork at officeLocal areaRelocationWork visa
- ...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... ...including personal banking, credit cards, mortgages, auto financing, investment advice, small...MortgageContract work
- ...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
- ...objectives as established. Develop insurance quotes, make sales presentations, and... ...relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers... ...cross and up-sell opportunity including financial products. Share training and education...MortgageWork from homeFlexible hours
- ...understand and address their financial needs, the banker will provide... ...our consultative sales and service process. Responsible and accountable... ...through the Nationwide Mortgage Licensing System (NMLS). The... ...status or any other legally protected status. Fifth Third BancorpMortgageWork at office
- ...company’s success. As a Mortgage within PNC's Mortgage... ...refers products and services; reviews documentation... ...and analyzes customer financial information for multifaceted... ...by Consumer Financial Protection Bureau regulations.... ...and spouse/child life insurance; short and long-term...MortgageFull timeTemporary workPart timeWork experience placementWork at office
- ...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
- ...later 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,... ...including personal banking, credit cards, mortgages, auto financing, investment advice,...Mortgage
- ...experience with Amazon Web Services and Kubernetes Experience... ...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...Mortgage
- ...primary point of contact for financial decision-making across your... ...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
$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- ...the world’s most innovative financial organizations. As a Senior... ...is a leading financial services firm, helping nearly half of... ...discriminate on the basis of any protected attribute, including race,... ...banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...by Consumer Financial Protection Bureau regulations. Language... ...and spouse/child life insurance short and long-term... ...Fair Enforcement for Mortgage Licensing Act of 2008...MortgageTemporary workWork experience placementWork at office
- ...capabilities, and skills: - Experience in financial services or another highly regulated industry.... ...not discriminate on the basis of any protected attribute, including race, religion,... ...personal banking, credit cards, mortgages, auto financing, investment advice, small...Mortgage
- ...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
- ...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... ...including personal banking, credit cards, mortgages, auto financing, investment advice, small...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
- ...proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all... ...must meet the Consumer Financial Protection Bureau qualification...MortgageWork experience placementWork at officeImmediate start
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
- insurance agent training Frisco, TX
- health insurance sales representative Frisco, TX
- remote insurance agent Frisco, TX
- licensed health insurance agent work from home Frisco, TX
- independent insurance agent Frisco, TX
- insurance representative Frisco, TX
- medical insurance specialist Frisco, TX
- licensed health insurance agent Frisco, TX
- insurance agents Frisco, TX



