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 2 days ago
Similar jobs that could be interesting for youBased on the Insurance Agent - Mortgage Protection & Financial Services in Frisco, TX vacancy
  • $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... 
    Suggested
    Traineeship

    Nobility Financial - Relentless Team

    Frisco, TX
    6 days ago
  •  ...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... 
    Mortgage
    Work at office

    D.R. Horton

    Plano, TX
    2 days ago
  •  ...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... 
    Mortgage
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Frisco, TX
    16 hours ago
  • $60k

     ...Entry-Level Insurance Sales Agent Nobility Financial - Relentless Team Plano, Texas, United States About this...  ...families, educate them on financial protection options, and help them make informed...  ...process Provide excellent customer service and ongoing support to policyholders... 
    Suggested
    Local area
    Remote work

    Nobility Financial - Relentless Team

    Plano, TX
    1 day ago
  •  ...marketing and promoting the financial products offered by Chase. You...  ...providing training on products and services. Works together with...  ...assigned retail branches to promote mortgage loan originations (in...  ...discriminate on the basis of any protected attribute, including race,... 
    Mortgage
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase

    Frisco, TX
    1 day ago
  • $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 Now
    Mortgage
    Permanent employment

    JCW Group

    Plano, TX
    3 days ago
  • Will provide laterChase 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... 
    Mortgage

    JP Morgan Chase

    Plano, TX
    4 days ago
  •  ...reputation, safety, security, and/or financial success. In this role, you...  ...operations, financial services, governance, controls, audit,...  ...supporting risk management within mortgage, housing finance, banking,...  ...parental status, or any other protected factor. Fannie Mae is... 
    Mortgage
    Full time
    Work at office
    Remote work

    Fannie Mae

    Plano, TX
    3 days ago
  •  ...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... 
    Mortgage
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney

    Plano, TX
    4 days ago
  • If you believe that financial advising should feel like a personal...  ...years of relevant financial services or brokerage experience strongly...  ...on the basis of any protected attribute, including race, religion...  ...banking, credit cards, mortgages, auto financing, investment... 
    Mortgage
    Temporary work
    Work at office
    Shift work

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...practices. This includes classes of service, workflow policies, and flow...  ...skillsChase 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

    JP Morgan Chase

    Plano, TX
    4 days ago
  •  ...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... 
    Mortgage
    Local area

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...-end—from due diligence and financial analysis through structuring...  ...preferredChase is a leading financial services firm, helping nearly half of...  ...on the basis of any protected attribute, including race,...  ...personal banking, credit cards, mortgages, auto financing, investment... 
    Mortgage

    JP Morgan Chase

    Plano, TX
    3 days ago
  •  ...ROLE CountryPlace Mortgage, a leading nationwide...  ...is seeking a Senior Financial Analyst to help grow...  ...and flow agreements, servicing transfers, approvals,...  ...Medical/Dental/Vision Insurance ~ Paid Holidays ~4...  ...disability, or any other protected status with respect to... 
    Mortgage
    Work at office
    Local area
    Relocation
    Work visa

    The Cavco Family of Companies

    Plano, TX
    3 days ago
  •  ...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... 
    Mortgage
    Work at office
    Local area
    Remote work
    Monday to Friday
    3 days per week

    JP Morgan Chase

    Plano, TX
    14 hours ago
  • $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... 
    Mortgage
    Local area

    Addison Group

    Frisco, TX
    more than 2 months ago
  • $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 to...  ..., dental, vision, life insurance, paid time‑off benefits...  ...other characteristics protected by law. #J-18808-Ljbffr... 
    Mortgage
    Work at office
    Local area
    Flexible hours

    Finance of America

    Plano, TX
    3 days 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...  ...and developing agents ~ Licensed life insurance...  ...team built on service, support, and success... 
    Mortgage
    Full time
    For contractors
    Remote work
    Flexible hours

    RUBIN FINANCIAL GROUP

    Allen, TX
    2 days ago
  •  ...primary point of contact for financial decision-making, providing...  ...judgmentChase is a leading financial services firm, helping nearly half of...  ...on the basis of any protected attribute, including race, religion...  ...banking, credit cards, mortgages, auto financing, investment... 
    Mortgage

    JP Morgan Chase

    Plano, TX
    4 days ago
  •  ...skills 7+ years of prior experience in financial services industryProven track record of...  ...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

    JP Morgan Chase

    Plano, TX
    4 days ago
  •  ...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... 
    Mortgage
    Work visa

    Chase

    Plano, TX
    3 days ago
  • 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... 
    Mortgage
    Local area

    CommunityAmerica Credit Union

    Frisco, TX
    2 days ago
  •  ...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... 
    Mortgage
    Work experience placement

    Chase

    Plano, TX
    4 days ago
  •  ...orchestrating machine learning services into an end-to-end...  ...certification.Chase 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

    JP Morgan Chase

    Plano, TX
    14 hours ago
  • $55k - $65k

     ...clicking "Apply Now" Comparion Insurance Agency is hiring self-...  ...meaningful impact by helping protect individuals and families with...  ...roles like retail, hospitality, service, operations, logistics,...  ...former Liberty Mutual exclusive agents to an agency that delivers a... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Comparion Insurance Agency

    Frisco, TX
    6 days ago
  •  ...field 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,...  ...business banking as well as lending, mortgages, credit cards, payments, auto finance... 
    Mortgage

    Chase

    Plano, TX
    3 days ago
  • $100.95k - $131.23k

    OverviewThe Infosys Financial Services unit is a global leader in driving...  ...banking, wealth management, and insurance sectors. If you're...  ...Familiarity with Multifamily/Mortgage Loan Servicing processes and...  ...medical conditions; status as a protected veteran or spouse/family... 
    Mortgage
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Plano, TX
    3 days ago
  •  ...technology company, we’re a force for good in financial services. We’re redefining how community banks...  ...knowledge of consumer, commercial, mortgage, or agricultural lending processes,...  ...better together. We value, respect, and protect the uniqueness each of us brings. Innovation... 
    Mortgage
    Full time
    Work at office
    Local area
    Remote work

    Jack Henry & Associates

    Allen, TX
    2 days ago
  •  ...and more transparent.As a Financial Analysis Senior Associate on...  ...Chase 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
    Visa sponsorship
    Relocation package

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...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
    Contract work

    Chase

    Plano, 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!