Elite High-Net-Worth Insurance Advisor

Trucordia; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Life insurance

FSA/HSA

Commuter benefits

Cancer support

Pet insurance

Critical illness

Hospital indemnity

EAP

Holidays

Flexible PTO

401K

Job summary

Trucordia seeks an insurance sales professional in Charlotte, NC to meet quotas, grow a book of business, and close new accounts using cold calls and in-person meetings. You will collaborate with Client Service to renew and place new business, and you will follow established sales methodologies.

Ideal candidates hold a Property/Life & Health license, a 4-year degree, and 2–5 years in insurance sales, with proficiency in Microsoft Office and Salesforce.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 2-5 years in an insurance sales role.
• Proficiency with Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and internal/external communication.

Responsibilities

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
• Continually manages a book of business to support high renewal rates.
• Collaborates with Client Service to analyze renewal business and place new business accounts.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Skills

Analytics

Communication

Education

4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study

Tools

Microsoft Suite

Salesforce

Job description

Trucordia seeks an insurance sales professional in Charlotte, NC to meet quotas, grow a book of business, and close new accounts using cold calls and in-person meetings. You will collaborate with Client Service to renew and place new business, and you will follow established sales methodologies.

Ideal candidates hold a Property/Life & Health license, a 4-year degree, and 2–5 years in insurance sales, with proficiency in Microsoft Office and Salesforce.