Insurance Agent at Ownwell

Austin, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, InsuranceIndustries

Requirements

Must hold a Texas Property & Casualty insurance license
3 years + of sales experience in an insurance brokerage with a proven track record of sales success
Strong knowledge of Property & Casualty insurance
Demonstrate detailed knowledge of Property and Casualty insurance, marketplace, products, and services, developing productive business relationships with key insurance carriers
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals
Tech-savvy and comfortable navigating multiple systems and quoting platforms
Exceptional customer service and interpersonal skills

Responsibilities

Develop and bind new business with carriers
Meet with potential clients to discuss their insurance needs and research available policy options for the client
Present and explain policy details to the clients
Advising clients on risk management
Advising clients on when and how to file a claim on their policy
Advise Ownwell product and engineering team on software development and automation opportunities
Maintain client relationships and provide support to Ownwell clients
Retain customers year-over-year

Skills

Ownwell

Financial wellness platform for money management

About Ownwell

Ownwell is a financial wellness platform that assists individuals in managing their money effectively. It offers personalized advice and guidance, along with various tools and resources that enable users to make informed financial decisions. The platform also provides financial education courses and workshops, which help users understand the fundamentals of money management. What sets Ownwell apart from its competitors is its focus on financial education, ensuring that users not only receive advice but also learn essential skills for managing their finances. The primary goal of Ownwell is to empower people to save, invest, and plan for their financial future.

Austin, TexasHeadquarters

2020Year Founded

$5.6MTotal Funding

SEEDCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Flexible Paid Time Off

Competitive health benefits

Learning support through a $1,000 stipend per year

Parental Leave

Risks

Rising interest rates may decrease real estate transactions, reducing demand for Ownwell's services.

Increased competition from PropTech startups could dilute Ownwell's market share.

Changes in property tax laws could impact Ownwell's ability to deliver savings.

Differentiation

Ownwell offers unique financial education courses and workshops for better money management.

The platform provides personalized advice to optimize property tax savings for homeowners.

Ownwell's Bill Reduction Service helps homeowners save on monthly bills, enhancing financial wellness.

Upsides

Increased interest in financial literacy boosts demand for Ownwell's educational offerings.

AI-driven advisory services enhance Ownwell's personalized financial advice efficiency.

Remote work trends increase homeownership, expanding Ownwell's property tax reduction customer base.

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