Elite High-Net-Worth Risk & Insurance Advisor

SmartRecruiters, Inc.; Boston (MA); On-site; USD 50,000 - 200,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an energetic insurance sales professional to meet monthly, quarterly, and annual quotas. You will use Trucordia sales tools to conduct cold calls, secure in-person appointments, and present new business opportunities to prospective clients.

You will manage a growing book of business, collaborate with Client Service to analyze renewals, and follow established sales methodologies. The role offers commission-based earning with a wide draw range and a strong path toward revenue

Qualifications

• 4-year degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• Demonstrated analytics and internal/external communication skills.
• Proficiency with Microsoft Suite and Salesforce.

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 is seeking an energetic insurance sales professional to meet monthly, quarterly, and annual quotas. You will use Trucordia sales tools to conduct cold calls, secure in-person appointments, and present new business opportunities to prospective clients.

You will manage a growing book of business, collaborate with Client Service to analyze renewals, and follow established sales methodologies. The role offers commission-based earning with a wide draw range and a strong path toward revenue