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Ownwell

Financial wellness platform offering personalized guidance

Insurance Agent

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeAustin, TX, USANo salary listedIn-person

About the Job

Requirements

  • Must hold a Texas Property & Casualty insurance license.
  • Have 1–3 or more years of sales experience in an insurance brokerage with a proven track record of sales success.
  • Have strong, detailed knowledge of Property & Casualty insurance, including the marketplace, products, and services.
  • Develop productive business relationships with key insurance carriers.
  • Be tech-savvy and comfortable navigating multiple systems and quoting platforms.
  • Have strong customer service, interpersonal, organizational, and follow-up skills.
  • Be motivated and goal-oriented, with the ability to achieve individual sales goals.

Responsibilities

  • Develop and bind new business with carriers.
  • Meet with potential clients to discuss their insurance needs and research available policy options.
  • Present and explain policy details to clients.
  • Advise clients on risk management and on when and how to file claims on their policies.
  • Advise Ownwell's product and engineering teams on software development and automation opportunities.
  • Maintain client relationships and provide support to Ownwell clients.
  • Retain customers year over year.

Desired Qualifications

  • Experience selling commercial insurance.
  • Experience with rater platforms such as EZLynx or HawkSoft, insurance carrier portals, GSuite, and customer relationship management systems such as AgencyZoom or Salesforce.

About the Company

Ownwell

Financial wellness platform offering personalized guidance

Ownwell is a financial wellness platform that helps people save, invest, and plan for the future by delivering personalized guidance, practical tools, and educational resources. Its service analyzes a user’s finances to offer tailored advice, with tools to budget, track investments, and plan goals, plus courses and workshops to build money-management skills. It differentiates itself by pairing ongoing personalized guidance with formal financial-education offerings, allowing users to learn basics while applying advanced planning. Its goal is to improve everyday financial outcomes and long-term security, and it earns revenue through service fees and additional products and services.

Company size
51-200
Company stage
Debt Financing
Total funding
$55.8M
Headquarters
Austin, TX
Founded
2020

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