B2B Insurance Advisor | Build Trusted Client Partnerships

Canyon Creek Financial LLC.; Caldwell (ID); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Licensing fee reimbursement

CRM access

Training & mentorship

Job summary

Canyon Creek Financial LLC is seeking an Insurance Sales Representative who thrives on helping others, focuses on relationships, and wants to make a positive impact. The role positions you as a trusted advisor guiding businesses and individuals through decisions that protect their teams and futures.

This in-person B2B role emphasizes relationship-building, personalized consultations, ongoing client service, and community outreach.

Qualifications

• B2B sales experience with face-to-face interaction.
• Ability to build long-term client relationships and provide ongoing service.
• Strong networking and community outreach skills.

Responsibilities

• Connect with local business owners (B2B, face-to-face) to introduce supplemental insurance solutions.
• Educate and enroll clients in the coverage that best meets their needs.
• Build and maintain long-term client relationships through ongoing service and guidance.
• Expand your business through community outreach, networking, and referrals.

Skills

B2B sales

Relationship-building

Consultative selling

Networking

Communication

Tools

CRM software

Job description

Canyon Creek Financial LLC is seeking an Insurance Sales Representative who thrives on helping others, focuses on relationships, and wants to make a positive impact. The role positions you as a trusted advisor guiding businesses and individuals through decisions that protect their teams and futures.

This in-person B2B role emphasizes relationship-building, personalized consultations, ongoing client service, and community outreach.