Elite Private Client Insurance Advisor

SmartRecruiters, Inc.; Annapolis, Northern (MD, KY); Hybrid; USD 65,000 - 110,000; 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 seeks an experienced sales professional to drive new business in the insurance brokerage space. You will manage a book of business, hit quotas, and collaborate with client service to renew and place accounts.

Ideal candidates have an active Property and Casualty or Life and Health license, a 4-year degree, 2–5 years in insurance sales, and strong proficiency with 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

Sales experience

Communication

Analytics

Education

Bachelor's degree in Business/Marketing/Sales

Tools

Salesforce

Microsoft Office

Job description

Trucordia seeks an experienced sales professional to drive new business in the insurance brokerage space. You will manage a book of business, hit quotas, and collaborate with client service to renew and place accounts.

Ideal candidates have an active Property and Casualty or Life and Health license, a 4-year degree, 2–5 years in insurance sales, and strong proficiency with Microsoft Office and Salesforce.