Bankable Equity

Company Description Bankable Equity is a growing financial services organization focused on providing accessible, reliable insurance and financial solutions to individuals and businesses. The company is committed to helping clients protect their assets and plan for the future through personalized guidance and transparent communication. Bankable Equity values integrity, client-centric service, and long-term relationships built on trust. Team members are encouraged to bring forward ideas, collaborate across functions, and contribute to an inclusive, performance-driven culture.

Role Description The Licensed Insurance Agent role at Bankable Equity is a hybrid position based in Houston, TX, with a mix of in-office and work-from-home responsibilities. In this role, the agent will consult with prospective and existing clients to understand their needs, present suitable insurance products, and provide guidance on coverage options and policy features. Day-to-day tasks include generating and following up on leads, conducting policy reviews, preparing quotes, processing applications, and maintaining accurate client records. The agent will collaborate with internal teams and insurance carriers, respond promptly to client inquiries, and ensure all activities comply with regulatory and company standards. This position requires consistent client outreach, professional communication, and a focus on meeting sales and service goals.

Qualifications

• Demonstrated proficiency in Insurance Sales and Insurance Brokerage, with the ability to explain complex products clearly and ethically.
• Strong knowledge of Insurance products and regulations, including experience reviewing and managing policies for diverse client needs.
• Background in Finance or related fields, with skills in assessing risk, analyzing coverage options, and supporting clients’ financial protection goals.
• Excellent Customer Service skills, including active listening, problem-solving, and maintaining positive, professional client relationships.
• Valid insurance license in the state of Texas (or ability to obtain within a specified timeframe).
• Effective verbal and written communication skills and comfort using CRM and digital tools for sales and client management.
• Proven ability to work both independently and collaboratively in a hybrid environment, managing time and priorities efficiently.
• Prior experience in insurance or financial services is preferred; additional certifications in insurance or finance are a plus.