B2B Insurance Advisor: Impactful Client-First Sales

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

Benefits offered by this job

License fee reimbursement

CRM access

Mentorship and training

Job summary

Canyon Creek Financial is seeking an Insurance Sales Representative to serve as a trusted advisor for local business owners and individuals, guiding decisions that protect teams and families. This role emphasizes relationship-building and community engagement through in-person, B2B interactions.

You will enroll clients in supplemental coverage, grow the business via networking and referrals, and receive state licensing fee reimbursement, CRM access, and hands-on mentorship to advance your

Qualifications

• Customer-focused approach to client relationships.
• Ability to communicate value to business owners in a B2B setting.
• Willingness to network and generate referrals for growth.

Responsibilities

• Meet with local business owners to present supplemental insurance options.
• Educate clients and enroll them in appropriate coverage.
• Maintain long-term relationships with ongoing service and support.
• Grow business through networking and referrals while representing Canyon Creek Financial.

Skills

Relationship-building

B2B sales

Customer service

Networking

CRM software

Tools

CRM software

Job description

Canyon Creek Financial is seeking an Insurance Sales Representative to serve as a trusted advisor for local business owners and individuals, guiding decisions that protect teams and families. This role emphasizes relationship-building and community engagement through in-person, B2B interactions.

You will enroll clients in supplemental coverage, grow the business via networking and referrals, and receive state licensing fee reimbursement, CRM access, and hands-on mentorship to advance your