Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Insurance Agent - Mortgage Protection & Financial Services

Full-time

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Insurance Agent - Mortgage Protection & Financial Services in Frisco, TX vacancy
  • Protect Dreams. Build Your Legacy. We believe in more than just selling insurance; we believe in protecting dreams, preserving homes, and providing peace of...  ...purpose-driven individuals to join us as Mortgage Protection Insurance Agents. This role offers more than just a... 
    Mortgage
    Work from home
    Flexible hours

    GIA Legacy Planning

    Allen, TX
    4 days ago
  •  ...Uncapped Commission-Based About Us: GIA Legacy Planning is a dynamic and client-focused insurance agency. We specialize in providing personalized insurance solutions to protect families and businesses. Our culture is built on integrity, mentorship, and professional... 
    Mortgage
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    GIA Legacy Planning

    Plano, TX
    1 day ago
  • GIA Legacy Planning in Texas is looking for passionate individuals to join as Mortgage Protection Insurance Agents. This position not only offers a competitive commission structure but also an opportunity to help families during challenging times. Responsibilities include... 
    Mortgage
    Remote job

    GIA Legacy Planning

    Allen, TX
    4 days ago
  •  ...are Shape a brighter financial future with us. Together...  ...-generation financial services company and national...  ...financial world. The role The Mortgage Loan Processor works...  ..., without regard to protected characteristics....  ...****@*****.***. Due to insurance coverage issues, we... 
    Mortgage
    Remote work

    SoFi

    Frisco, TX
    2 days ago
  •  ...are: Shape a brighter financial future with us....  ...-generation financial services company and national bank...  ...their ambitions. Our Mortgage team is at the forefront...  ...job, without regard to protected characteristics. Pursuant...  ...@sofi.com. Due to insurance coverage issues, we are... 
    Mortgage
    Remote work

    SoFi

    Frisco, TX
    3 days ago
  •  ...Shape a brighter financial future with us. Together...  ...-generation financial services company and national bank...  ...experience in the mortgage industry, proficiency...  ...job, without regard to protected characteristics....  ...****@*****.***. Due to insurance coverage issues, we... 
    Mortgage
    Work at office
    Remote work
    2 days per week

    SoFi

    Frisco, TX
    1 day ago
  •  ...are Shape a brighter financial future with us....  ...-generation financial services company and national bank...  ...world. The role Mortgage Loan Originators (MLOs...  ...job, without regard to protected characteristics. Pursuant...  ...@sofi.com. Due to insurance coverage issues, we... 
    Mortgage
    Remote work
    Shift work

    SoFi

    Frisco, TX
    22 hours ago
  • Job Description - Licensed Insurance Sales Agent (2602231) Licensed Insurance Sales Agent - 2602231 Description D.R. Horton,...  ...first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title... 
    Mortgage
    Work at office

    D. R. Horton

    Plano, TX
    2 days ago
  •  ...Shape a brighter financial future with us. Together...  ...-generation financial services company and national bank...  ...~8+ years of mortgage underwriting experience...  ...job, without regard to protected characteristics....  ...****@*****.***. Due to insurance coverage issues, we... 
    Mortgage
    Work at office
    Remote work

    SoFi

    Frisco, TX
    4 days ago
  •  ...are: Shape a brighter financial future with us....  ...-generation financial services company and national bank...  ...to mitigate risk and protect our members. Lead Innovation...  ...within retail mortgage or consumer lending....  ...****@*****.***. Due to insurance coverage issues, we... 
    Mortgage
    Remote work

    SoFi

    Frisco, TX
    3 days ago
  • $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... 
    Mortgage
    Full time
    Remote work

    SoFi

    Frisco, TX
    1 day ago
  •  ...Shape a brighter financial future with us. Together...  ...-generation financial services company and national bank...  ...SoFi Lending Corp.'s mortgage sales organization....  ...dental, vision and life insurance benefits ~ Generous...  ...job, without regard to protected characteristics.... 
    Mortgage
    Remote work

    SoFi

    Frisco, TX
    4 days ago
  • 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... 
    Mortgage
    Work experience placement
    Work at office

    SoFi

    Frisco, TX
    13 hours ago
  •  ...are: Shape a brighter financial future with us....  ...-generation financial services company and national bank...  ...products including first mortgages, jumbo loans, closed-end...  ..., without regard to protected characteristics. Pursuant...  ...@sofi.com. Due to insurance coverage issues, we... 
    Mortgage
    Work at office
    Remote work

    SoFi

    Frisco, TX
    3 days ago
  •  ...Associate Vice President, Transaction Management About the Company Rapid-growing mortgage platform Industry Financial Services Type Privately Held, Private Equity-backed Employees 51-200 About the Role The Company is in search of an Associate... 
    Mortgage

    Confidential

    Frisco, TX
    1 day ago
  • $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... 
    Mortgage
    Full time

    SoFi

    Frisco, TX
    1 day ago
  •  ...SouthState Financial Position The SouthState...  ...disbursing taxes, insurance, and PMI related to Mortgage, Mobile Home, Commercial...  ...on core servicing system. Monitor various...  ...delinquent tax payments to protect collateral....  ...Insurance companies and/or agents and submit to... 
    Mortgage
    Full time
    Remote work
    Home office

    SouthState Bank

    Mckinney, TX
    2 days ago
  •  ...are: Shape a brighter financial future with us. Together...  ...-generation financial services company and national...  ...within real estate and mortgage markets and prepare...  ...job, without regard to protected characteristics. Pursuant...  ...@sofi.com. Due to insurance coverage issues, we are... 
    Mortgage
    Work at office
    Local area
    Remote work

    SoFi

    Frisco, TX
    3 days ago
  • 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... 
    Mortgage
    Remote job
    Daily paid
    Full time
    Part time

    J3 Owens Group

    Prosper, TX
    3 days ago
  •  ...a full-time/part-time role with uncapped commission potential. This remote position focuses on helping clients with personalized insurance solutions. Candidates will develop client relationships, generate leads, and educate clients about policies. We provide comprehensive... 
    Mortgage
    Remote job
    Full time
    Part time
    Flexible hours

    GIA Legacy Planning

    Plano, TX
    4 days ago
  •  ...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)....  ...military status, veteran status or any other legally protected status.
    Mortgage
    Work at office

    Fifth Third

    Frisco, TX
    10 days ago
  •  ...relationships with our customers, using financial knowledge to offer thoughtful solutions...  ...customers by name, and adherence to customer service standards as outlined by NDBT Manage...  ...with Specialists (Wealth, Treasury, Mortgage, and Commercial) to connect customers to... 
    Mortgage
    Bank staff
    Monday to Friday
    Day shift

    NDBT

    Frisco, TX
    5 days ago
  •  ...understand and address their financial needs, the banker will provide...  ...our consultative sales and service process. The banker is responsible...  ...through the Nationwide Mortgage Licensing System (NMLS). Working...  ...status, or any other legally protected status. #J-18808-Ljbffr... 
    Mortgage
    Work at office

    Fifth Third Bank

    Frisco, TX
    22 hours ago
  •  ...N.A. is seeking a qualified candidate to maintain continuous insurance coverage on various loan portfolios in our McKinney, TX office...  ...years of experience in an operations role, preferably with knowledge of loan servicing functions. #J-18808-Ljbffr SouthState Bank, N.A.
    Mortgage
    Work at office

    SouthState Bank, N.A.

    Mckinney, TX
    2 days ago
  •  ...combination of education and experience. Experience in financial services, mortgage, housing finance, risk management, or regulated...  ...gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations... 
    Mortgage
    Work at office
    Remote work

    Fannie Mae

    Plano, TX
    3 days ago
  •  ...Job Title Partner with CRE Mortgage Bankers in processing all potential loans (both agency and...  ...orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. SunTrust Investment Services, Inc.
    Mortgage
    Night shift

    SunTrust Investment Services, Inc.

    Frisco, TX
    2 days ago
  •  ...timely and accurate loan delivery. Compliance: Stay current with mortgage regulations and investor guidelines and ensure all post‑...  ...hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance... 
    Mortgage

    SoFi

    Frisco, TX
    3 days ago
  • $50k - $70k

     ...ve already earned your insurance license — now it’s...  ...Aflac gives licensed agents the freedom to grow their...  ...insurance programs that protect employees from the...  ...employees achieve real financial security. Principal...  ...up, and ongoing client service Requirements Active... 
    Full time
    Part time
    Internship

    Aflac

    Frisco, TX
    4 days ago
  •  ...Underwrites residential mortgage loan applications...  ...quality and timely customer service to internal and external...  ...tax returns, financial statements, sales contracts, title, insurance and/or other supporting...  ...Equal Opportunity Employer/Protected Veterans/Individuals with... 
    Mortgage
    Work at office

    First Horizon Bank

    Plano, TX
    1 day ago
  • 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...  ...training and developing agents Licensed life...  ...national team built on service, support, and success... 
    Mortgage
    Full time
    For contractors
    Remote work
    Flexible hours

    RUBIN FINANCIAL GROUP

    Allen, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Insurance Agent - Mortgage Protection & Financial Services. Be the first to apply!