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.
- ...are Shape a brighter financial future with us.... ...-generation financial services company and national bank... ...seeking an experienced Mortgage Underwriter to join our... ...job, without regard to protected characteristics.... ...****@*****.***. Due to insurance coverage issues, we...MortgageSelf employmentWork at officeRemote work2 days per week
$23 - $42 per hour
...are Shape a brighter financial future with us. Together... ...-generation financial services company and national... ...Advocate III working in a mortgage environment, you will... ..., without regard to protected characteristics. Pursuant... ...@sofi.com. Due to insurance coverage issues, we...MortgageFull timeRemote work- ...Mortgage Protection Life Insurance Agent Location: Remote Position/Work from Home Job Type: Full-Time/Part... ..., and build a clear path toward financial independence. This opportunity is... ...Requirements: Sales or customer service experience is a plus (but not required...MortgageRemote jobFull timePart timeWork from homeFlexible hours
- The role Mortgage Loan Originators (MLOs) drive SoFi... ...refine sales and customer service knowledge and... ...previous experience in financial services and sales in... ...job, without regard to protected characteristics. Pursuant... ...****@*****.***. Due to insurance coverage issues, we...MortgageRemote workShift work
- ...are: Shape a brighter financial future with us. Employee... ...-generation financial services company and national... ...supporting efficient mortgage approvals and closing... ...questionnaires, budgets, insurance documentation,... ...job, without regard to protected characteristics. Pursuant...MortgageRemote work
- Who we are Shape a brighter financial future with us. Together with... ...a next‑generation financial services company and national bank using... ...Personal Loan, Credit Card, and Mortgage, and designs data‑driven... ...for the job, without regard to protected characteristics. Pursuant to...MortgageWork experience placementWork at office
- ...Financial Solutions Advisor Registration Candidate -... ...whether shaped by military service, community college... ...engaged in residential loan mortgage originations must... ...ancestry, citizenship, protected veteran or disability... ...offered through MLPF&S and insurance and annuity products...MortgageWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...drivers of SoFi Lending Corp.'s mortgage sales organization. RLOs... ...or previous experience in financial services and sales in an inbound or... ...medical, dental, vision and life insurance benefits Generous vacation... ...the job, without regard to protected characteristics. Pursuant...Mortgage
- ...extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Private Client... ...and Long Term Care Insurance license is required or... ...on the basis of any protected attribute, including race... ..., credit cards, mortgages, auto financing, investment...Mortgage
- ...are: Shape a brighter financial future with us.... ...-generation financial services company and national bank... .... What you’ll need: Mortgage Experience Organized... ...dental, vision and life insurance benefits Generous vacation... ..., without regard to protected characteristics....MortgageImmediate startRemote work
$50k
...with families, educate them on financial protection options, and help them make... ...support provided. Licensed agents and individuals interested... ...customer base and market our insurance products via including networking... ...via a variety of customer service tasks, such as appointment...Local areaRemote work- Israelvcforum is looking for a Mortgage Loan Originator to drive their mortgage sales team. You'll be responsible for guiding customers... ...be self-motivated to meet critical deadlines. Experience in financial services is preferred. Join us to help reshape the mortgage industry!...Mortgage
$23 - $42 per hour
A leading financial services company is seeking a Home Loan Member Advocate III in Frisco, Texas. In this role, you will focus on customer... ...ideal candidate has a Bachelor's Degree, at least two years of mortgage industry sales experience, and knowledge of customer service...MortgageFull time- ...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...all employees engaged in residential loan mortgage originations must register with the...MortgageFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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...MortgageFull timeLocal area- A financial services firm in Texas is seeking entrepreneurial-minded individuals for a business ownership... ...own business with a proven system. As an agent, you will serve clients in need of mortgage protection and life insurance solutions while earning performance-based...MortgageRemote jobDaily paidFull timePart time
- ...extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Market Director... ...INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC... ...on the basis of any protected attribute, including race... ..., credit cards, mortgages, auto financing, investment...Mortgage
- ...reporting routines, analyze financial and operational drivers, support... ...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...MortgageLocal area
- ...develop innovative products and services that help drive better... ...is a plusChase is a leading financial services firm, helping nearly... ...discriminate on the basis of any protected attribute, including race,... ...banking, credit cards, mortgages, auto financing, investment...Mortgage
- ...delivering extraordinary customer service while maintaining a strong... ..., to help them reach their financial goals and dreams. Additionally... ...on the basis of any protected attribute, including race, religion... ...personal banking, credit cards, mortgages, auto financing, investment...MortgageWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...community bank with the full financial capabilities to meet the unique... ...through bank products and services to help clients accomplish their... ...institutional partners, and mortgage and financial advisors... ...disability or any other legally protected classifications. Since 1903,...MortgageNight shift
- ...customers with a broad range of consumer financial services, including personal banking, investment advice, small business lending, mortgages, credit cards, payments and auto... ...do not discriminate on the basis of any protected attribute, including race, religion, color...MortgageWork at office
- ...Manager to support and expand a portfolio of mortgage banking clients. This role combines... ...relationship managers, loan operations, client services, sales teams, investors, and referral... ..., portfolio management, or related financial services environments Strong knowledge of...MortgageLocal area
- ...• Strong understanding of financial principles and ability to connect... ...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...MortgageShift work
- ...drive significant business impact in financial services. Join our team and help us develop game... ...not discriminate on the basis of any protected attribute, including race, religion, color... ...personal banking, credit cards, mortgages, auto financing, investment advice, small...Mortgage
- Summary TThe Sr. Mortgage Advisor serves as the dedicated... ...primarily focuses on servicing warm internal... ...each member’s long-term financial goals. Duties & Responsibilities... ...partners, real estate agents, and internal... ...banking, investments, or insurance). Monitor local real...MortgageLocal area
- ...education and advice tailored to financial needs. Responsibilities Serve... .... Help clients access self‑service options for 24/7 account... ...to register with the National Mortgage Licensing System and Registry... ...discriminate on the basis of protected characteristics. We provide reasonable...MortgageAfternoon shift
- ...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
- ...processes 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...Mortgage
- ...rotations in operations and Sales & Service. The Personal Banker I is a Financial Center position focused on using... ...with assigned business partners (Mortgage, Small Business, Commercial and Investment... ...status or any other legally protected status. #J-18808-Ljbffr Fifth...MortgageWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance Agent - Mortgage Protection & Financial Services. Be the first to apply!
- health insurance agents Frisco, TX
- medical insurance specialist Frisco, TX
- remote insurance agent Frisco, TX
- insurance agents Frisco, TX
- licensed health insurance agent Frisco, TX
- health insurance sales representative Frisco, TX
- medical insurance claims specialist Frisco, TX
- life and health insurance agents Frisco, TX
- insurance broker Frisco, TX
- healthcare insurance specialist Frisco, TX


