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Bilingual Insurance & Financial Services Representative
Career Insights for Financial Services Representative
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Scorecard
Based on Texas data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,606 / year median in Texas
+10% projected growth
Job Description
Bilingual Insurance & Financial Services Representative NSC Financial Plano, TX Job Details Part-time | Full-time $81,700
•$158,757 a year 1 hour ago Benefits Health insurance Work from home Parental leave Flexible schedule Qualifications Customer communication Financial sales Teamwork English Insurance sales Full Job Description Overview Are you bilingual in English and Spanish , driven, people-oriented, and ready to build a rewarding career in the financial services industry—without the pressure of traditional cold calling? We're looking for motivated individuals to join our team as Insurance & Financial Services Representatives , where you'll receive hands-on training, warm leads, and mentorship every step of the way. Whether you're an experienced professional looking for a new opportunity or someone ready to build a career in a new industry, you'll have the training and support needed to get started. About Us We're a mission-driven financial marketing agency focused on helping families and individuals protect their futures through tailored life, retirement, health, and supplemental insurance solutions. With our proven training system and supportive team environment, you'll gain the skills and confidence to thrive—whether you're brand new to the industry or looking for a fresh start. What You'll Do Work with pre-qualified, warm leads (no cold calling required) Consult with clients to understand their insurance needs and goals Recommend customized life, health, retirement, and supplemental insurance options Educate clients on coverage benefits, affordability, and long-term value Maintain client relationships and accurate records using CRM tools Participate in ongoing training and development to grow your expertise Communicate with both English
•and Spanish-speaking clients as needed What We Offer No Experience or License Required Full training provided. Licensing Assistance We'll help guide you through the licensing process if you're not already licensed. Warm Leads Provided Focus on building relationships, not chasing leads. Flexible Schedule Remote and in-office options available. Mentorship & Support One-on-one coaching from experienced leaders. Growth & Advancement Develop valuable skills in financial services, sales, leadership, and client education. Qualifications Strong communication and interpersonal skills Bilingual English/Spanish communication skills preferred Self-motivated with a desire to learn and grow Coachable and team-oriented Basic computer skills; CRM experience is a plus Life & Health License is a plus, but NOT required Previous experience in sales, customer service, hospitality, healthcare, education, or management is a plus, but not required Ready to Build Your Future? If you're bilingual, ambitious, and looking for an opportunity where you can help families, develop professionally, and build a career based on your performance , we'd love to connect with you. Apply now to join a team that invests in your growth and success from day one.
Job Types:
Full-time, Part-time Pay:
$81,700.00
•$158,757.00 per year
Benefits:
Flexible schedule Work from home Application Question(s): Are you aware this is a 1099 position and requires you to get licensed ? Are you aware this will require an investment of $199
•250 to get licensed ? Ability to
Commute:
Plano, TX 75024 (Required) Ability to
Relocate:
Plano, TX 75024: Relocate before starting work (Recommended)
Work Location:
Hybrid remote in Plano, TX 75024
Benefits:
Flexible schedule Work from home
Work Location:
Hybrid remote in Plano, TX 75024
Pay:
$81,700.00
•$158,757.00 per year
Benefits:
Flexible schedule Health insurance Parental leave Work from home
Work Location:
Hybrid remote in Plano, TX 75024