Top 27 Insurance broker Jobs in Carrollton Tx

Licensed Insurance and Annuity Broker
WTW —Richardson, TX
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Paid jury duty
- Health savings account
Property Broker
RPS —Dallas, TX
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Business development
- Paid parental leave
- Health savings account
Financial Broker
Relentless Agency —Plano, TX
- $2,000 - $10,000 a month
- Part-time
- Hybrid work
- Computer literacy
- Computer skills
- Communication skills
- Flexible schedule
Quick Apply
13d
Licensed Insurance Agents Who Want to Move to Owning a Brokerage
M&M Financials —Carrollton, TX
- $3,500 - $9,200 a month
- Part-time
- Computer literacy
- Mid-level
- Office
- 401(k)
- Flexible schedule
Quick Apply
Insurance Broker (Retirement Planning, Estate Planning & Life Insurance)
Nobility Financial —Plano, TX
- $3,700 - $9,000 a month
- Part-time
- Background check
- Computer literacy
- Mid-level
- 401(k)
- Flexible schedule
Quick Apply
Insurance Broker (Professionals Seeking Career Change into Retirement Planning & Life Insurance)
Nobility Financial —Plano, TX
- $3,750 - $13,600 a month
- Part-time
- Hybrid work
- Background check
- Management
- Computer literacy
- 401(k)
- Flexible schedule
Quick Apply
Senior Broker
WTW —Dallas, TX
- $150,000 - $200,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Paid jury duty
- Health savings account
Professional Liability Broker
Burns & Wilcox —Dallas, TX
- Full-time
- Bachelor's degree
- Mentoring
- Experience equivalent to degree accepted
- Wellness program
- Paid holidays
Insurance Broker (No Cold Calls)
Trenda LLC —Plano, TX
- $46,039 - $100,728 a year
- Choose your own hours
- No experience needed
- Entry level
- Under 1 year
- Work from home
- Parental leave
Quick Apply
4d
Senior Broker - Construction
WTW —Dallas, TX
- $200,000 - $250,000 a year
- Full-time
- 7 years
- Business development
- Conflict management
- Paid jury duty
- Health savings account
Life Insurance Broker
Biksen Life Insurance Agency —Plano, TX
- Up to $250,000 a year
- Part-time
- Hybrid work
- Computer literacy
- Mid-level
- Business development
- Work from home
- Flexible schedule
Quick Apply
8d
Associate Broker - Wholesale Insurance Brokerage - Casualty
Brown & Riding Insurance Services, Inc —Dallas, TX
- Full-time
- Mid-level
- Office
- Team management
Production Underwriter/Broker
USG Insurance Services, Inc. —Frisco, TX
- $65,000 - $150,000 a year
- Full-time
- Remote
- Mid-level
- Windows
- Marketing
- AD&D insurance
- Paid holidays
Quick Apply
Client Executive - Wholesale Insurance Brokerage - Casualty
Brown & Riding Insurance Services, Inc —Dallas, TX
- Full-time
- Mid-level
- Continuous improvement
- Marketing
Life Insurance Broker (No Cold Calling)
Summit Financial —Plano, TX
- $82,513.83 - $90,941.38 a year
- Part-time
- Hybrid work
- Computer literacy
- No experience needed
- Computer skills
- Work from home
- Opportunities for advancement
Quick Apply
Director of Sales, National Brokerages
Orion180 Insurance Services, LLC —Irving, TX
- Full-time
- Hybrid work
- Office
- Ability to climb stairs
- Product management
- Paid holidays
- Health insurance
Quick Apply
Insurance Broker
Genesis Financial Services —Plano, TX
- Part-time
- Hybrid work
- Customer service
- Mid-level
- Business development
Quick Apply
Senior Customer Advocate - Brokerage
TIAA —Dallas, TX
- $26.63 - $32.55 an hour
- Online Application
- Mid-level
- Office
- Conflict management
Wholesale Broker
USI Holdings Corporation —Dallas, TX
- Mid-level
- 3 years
- Recruiting
- Health savings account
- Paid holidays
Production Assistant - Wholesale Insurance Brokerage - MLPL
Brown & Riding Insurance Services, Inc —Dallas, TX
- Full-time
- Office
- Negotiation
- Entry level

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Licensed Insurance and Annuity Broker

WTW -
Richardson, TX

Apply Now

Job Details

Full-time
$90,000 - $120,000 a year

Benefits

Paid jury duty
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Military leave
Paid time off
Adoption assistance
Pension plan
Parental leave
Employee assistance program
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

Life Insurance License
Customer communication
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Description

The Role

The Licensed Insurance Broker is responsible for advising and selling individual insurance (annuity) products directly to consumers within a technology-enabled, hybrid robo-human advisory model. This role focuses on assessing client needs using platform-provided information and structured workflows to recommend fixed insurance and annuity solutions.

Client recommendations are supported by digital tools, standardized processes, and platform-generated insights. Brokers are expected to efficiently interpret client information, apply professional judgement, and deliver consistent, compliant insurance recommendations across multiple client engagements.

The role is consumer-facing and advisory in nature, with a strong emphasis on regulatory compliance, product knowledge, and disciplined insurance distribution. The Broker operates in a highly regulated environment and is expected to maintain required licensing and always operate in compliance with regulatory requirements.

Where appropriately licensed, brokers may also support investment advisory solutions as part of a broader retirement income or investment strategy.

The Responsibilities

Insurance Advisory & Client Delivery

Provide individual insurance advice and recommendations based on client objectives, risk profile, and protection needs, using information supplied through the platform
Recommend and support the placement of fixed insurance and annuity products to support retirement income objectives, aligned to clients’ financial goals, life stages, and risk tolerance
Educate clients on available individual insurance products, clearly explaining product features, benefits, limitations, costs and trade-offs
Clearly explain insurance annuity product features, options, and pricing to ensure clients make informed decisions
Support clients throughout the policy lifecycle, including applications, underwriting follow-up, renewals, and changes

Technology-Enabled Advisory Model

Operate within a hybrid robo‑human advisory framework, where client data and product guidance are provided through digital tools and structured workflows
Utilize platform‑generated insights, data inputs, and decision support tools to support consistent annuity recommendations.
Identify and escalate exceptions, constraints, or client circumstances that require deviation from or refinement of model‑generated outputs, in accordance with established governance and compliance standards.

Product Expertise

Maintain up-to-date knowledge of product offerings, underwriting requirements, and carrier guidelines and offerings
Ability to obtain and maintain all required training, certifications, and carrier appointments necessary to support annuity distribution

Compliance & Risk Management

Ensure all annuity recommendations comply with applicable regulatory requirements, licensing obligations, and internal compliance standards
Maintain accurate and complete client records, including client objectives, recommendations, disclosures, approvals, and ongoing monitoring activities.
Complete all required continuing education and compliance training

Qualifications

The Qualifications

Licensing requirements
- Active Life insurance producer license(s) in the applicable jurisdiction(s), as required to sell fixed annuity products under state insurance laws.
- Ability to obtain and maintain required registrations and licenses and adhere to all applicable regulatory requirements and ethical standards.
Preferred licenses / registrations (viewed as a plus)
- Active Investment Adviser Representative (IAR) registration, including successful completion of the Series 65 examination (or equivalent, such as Series 66 where permitted), permitting the provision of investment advisory services
- Broker‑Dealer registrations (e.g., Series 6 or Series 7, with SIE), enabling the recommendation of securities‑based products such as variable annuities
- Prior experience working in environments that integrate Registered Investment Advisor (RIA), Fixed Insurance Brokerage (FIB), and/or broker‑dealer models, with clear understanding of role boundaries and regulatory distinctions.
3+ years of experience distributing individual (retail) insurance products, including fixed annuities
Familiarity with broader financial planning concepts (e.g., retirement, estate planning, wealth protection).
Strong understanding of insurance regulations and compliance requirements
Strong communication, presentation, and customer service skills.
Experience working in an advisory, wealth management or consultative financial services environment.
Other professional designations (e.g., CFP, CFA) considered an asset.

Skills & Competencies

Ability to integrate human judgment with robo‑supported insights to deliver timely, high‑quality client guidance
Comfort operating in a technology‑enabled advisory environment, including reviewing client information, recommendations, and workflows generated through a digital platform
High ethical standards and commitment to compliance and risk management.
Strong analytical skills to assess client needs and evaluate suitable solutions.
Ability to manage multiple client appointments and priorities effectively.
Collaborative approach with internal teams and external partners.
High attention to detail and documentation accuracy
Ability to explain complex insurance (annuity) concepts in clear, client-friendly terms
Self-motivated with strong time management skills

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $90,000– $120,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability/vets

Apply Now

Refine Your Search

insurance broker jobs in carrollton tx

Licensed Insurance and Annuity Broker

Property Broker

Financial Broker

Licensed Insurance Agents Who Want to Move to Owning a Brokerage

Insurance Broker (Retirement Planning, Estate Planning & Life Insurance)

Insurance Broker (Professionals Seeking Career Change into Retirement Planning & Life Insurance)

Senior Broker

Professional Liability Broker

Insurance Broker (No Cold Calls)

Senior Broker - Construction

Life Insurance Broker

Associate Broker - Wholesale Insurance Brokerage - Casualty

Production Underwriter/Broker

Client Executive - Wholesale Insurance Brokerage - Casualty

Life Insurance Broker (No Cold Calling)

Director of Sales, National Brokerages

Insurance Broker

Senior Customer Advocate - Brokerage

Wholesale Broker

Production Assistant - Wholesale Insurance Brokerage - MLPL

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