Elite Private Client Advisor for High-Net-Worth

Trucordia Insurance Services, LLC; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

401K

Flexible PTO

11 Paid Holidays

Job summary

Trucordia Insurance Services, LLC is seeking a Personal Lines Private Client Advisor to manage a portfolio of affluent clients, providing consultative risk assessment and customized insurance programs. You will collaborate with carriers, wealth managers, and internal teams to deliver concierge-level service for high-value homes, collections, luxury autos, yachts, and more.

The ideal candidate has a state license, a 4-year degree in a related field, 2–5 years in insurance sales, and proficiency

Qualifications

• State-issued Property and Casualty Insurance Producer License is required.

Responsibilities

• Serve as the primary trusted advisor for a portfolio of high net worth personal insurance clients.
• Meet established sales quotas on monthly, quarterly, and annual basis.
• Utilize Trucordia sales and marketing tools to perform activities to close new business.

Skills

Sales

Relationship building

Client management

Communication

Education

Bachelor's degree in Business Management or related

Tools

Microsoft Suite

Salesforce

Job description

Trucordia Insurance Services, LLC is seeking a Personal Lines Private Client Advisor to manage a portfolio of affluent clients, providing consultative risk assessment and customized insurance programs. You will collaborate with carriers, wealth managers, and internal teams to deliver concierge-level service for high-value homes, collections, luxury autos, yachts, and more.

The ideal candidate has a state license, a 4-year degree in a related field, 2–5 years in insurance sales, and proficiency