Client Advisor

Harrison National Employment, LLC; Conshohocken (Montgomery County); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

On-site in Conshohocken

Job summary

Harrison National Employment, LLC is partnering with a Conshohocken, PA insurance client to launch a growth-focused sales role. This ground-floor opportunity offers training and licensing support within a large, nationwide organization.

You will work with warm, pre-qualified inbound shoppers, help customers finalize policy purchases, and identify cross-sell opportunities across home, auto, and personal lines, delivering an exceptional buying experience.

Qualifications

• Ability to obtain Property & Casualty license through our training.
• Motivated candidates new to the industry are encouraged to apply.
• Strong communication and relationship-building skills.
• Ability to identify cross-sell and bundling opportunities.

Responsibilities

• Help customers finalize their policy purchase.
• Review needs and recommend home, auto, and personal lines insurance.
• Identify and present cross-sell opportunities including bundling.
• Process a high volume of insurance policies accurately.
• Maintain records in CRM and agency systems.
• Stay current on carrier products and underwriting guidelines.

Skills

Inbound leads

CRM software

Cross-selling

P&C license

Time management

Communication

Tools

CRM software

Agency management system

Job description

Training & Licensing Provided | Pre-qualified Affiliate Company Leads

As part of a worldwide enterprise of over 7,000 employees, our client in Conshohocken, PA is launching a new business focused on serving the homeowner’s and auto insurance needs of our affiliated company's customers. This is a ground-floor opportunity to join a large, successful organization at the early stages of a high-growth initiative.

We are building a next-generation insurance sales platform designed to connect consumers with the right coverage quickly and efficiently.

This an excellent opportunity for those new to the industry because, we invest in our people by providing training and supporting motivated candidates through the licensing process. We will train you on the insurance industry where you will learn to service existing clients and sell insurance products.
Client Advisors work with warm, pre-qualified prospects and guide them in selecting the best insurance products to fit their individual needs. All leads are provided — no cold calling required.

Why This Role Is Different
Most insurance sales roles require producers to generate their own leads or rely heavily on cold prospecting.

Our agents work with a steady stream of pre-qualified inbound shoppers who have already started the quoting process and are actively looking to purchase our coverage.

Your job is to:

• Help customers finalize their policy purchase
• Ensure proper coverage selection
• Identify opportunities to bundle additional policies
• Deliver an exceptional buying experience

This allows our agents to focus on selling and advising — not chasing leads.

Responsibilities

• Work with pre-qualified inbound customers who have already initiated insurance quotes
• Review customer needs and recommend appropriate home, auto, and personal lines insurance solutions
• Identify and present cross-sell opportunities, including bundling policies to maximize customer value
• Process a high volume of insurance policies efficiently and accurately
• Maintain strong relationships with customers through professional communication and service
• Maintain accurate records in CRM and agency systems
• Stay current on carrier products, underwriting guidelines, and industry updates
• Work collaboratively with team members to support overall agency growth

Performance Profile (What Success Looks Like)
Top performers in this role typically:

• Convert a high percentage of inbound shoppers into policyholders
• Consistently bundle multiple policies per household
• Maintain strong follow-up discipline with quoting customers
• Manage a high-volume workflow while maintaining accuracy
• Build trust quickly and guide customers through coverage decisions

Agents who excel in this environment can generate substantial production and income growth.

Qualifications

• Ability to obtain Property & Casualty insurance license through our training
• Previous insurance or mortgage experience is a plus
• Motivated candidates new to the industry are encouraged to apply
• Strong communication and relationship-building skills
• Ability to identify cross-sell and bundling opportunities
• Excellent time management and organizational skills
• Ability to manage a high-volume workflow
• Comfortable working with CRM and agency management systems
• Self-motivated with strong work ethic and team mindset

Compensation

• Base Salary + Uncapped Commission

Location

• In-office, Conshohocken, PA 19428

Benefits

• Health Insurance
• Retirement Plan

Career Growth
We are designed to scale nationally. As the organization grows, high performers will have opportunities to advance into:

• Senior Producer roles
• Team leadership positions
• Sales management
• Specialized production roles
• If you are driven, customer-focused, and want access to consistent inbound opportunities with significant earning potential, we encourage you to apply and grow with us