Franchise Insurance Advisor (New Business)

rikor.io; United States; Remote; USD 54,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

401(k) plan

Fitness stipend

Cell phone stipend

Remote work option

Job summary

A tech-forward insurance agency is seeking a Franchise Insurance Advisor to guide new franchisees in coverage decisions and manage a warm leads pipeline. The ideal candidate will have a P&C license and at least 1 year of insurance experience. This entry-level position offers remote work flexibility, a competitive salary with performance bonuses, and a supportive team culture with no cold calling involved. You'll thrive in a detail-oriented, accountable framework aimed at client trust and retention.

Qualifications

• 1+ year of experience in insurance sales, service, or hybrid roles.
• Proven ability to manage a high-volume pipeline effectively.

Responsibilities

• Advise clients on specific coverage needs with tailored options.
• Manage and maintain a structured pipeline of warm inbound opportunities.
• Execute the quoting, presentation, and binding process efficiently.
• Collaborate with operations, sales, and support for a smooth onboarding experience.
• Provide feedback for system improvements to enhance operational standards.

Skills

Insurance Experience

Detail-oriented

System-driven

Accountability

Education

Active Property & Casualty (P&C) License

Job description

Franchise Insurance Advisor (New Business)

RIKOR is a tech-forward insurance agency dedicated to the franchise industry. We leverage our platform to generate warm, inbound demand from leading franchise brands.

As a Franchise Insurance Advisor, you will be responsible for converting this high-quality pipeline. This is an advisory role focused on helping new franchisees protect their investment by delivering coverage recommendations that are fast, clear, and accurate. If you thrive in a high-volume, systems-driven environment and want to ditch cold calling for qualified leads, this role is for you.

What You Will Do: Key Responsibilities

• Expertly Advise Clients: Guide new franchise owners on their specific coverage needs, assessing risk and presenting tailored options—moving beyond simply "selling a policy."
• Manage High-Volume Pipeline: Run a structured pipeline of warm inbound opportunities using our modern Risk Management System (RMS) and efficient workflows.
• Quote and Bind Coverage: Execute the quoting, presentation, and binding process with speed, precision, and a focus on compliance and accuracy.
• Foster Collaboration: Work seamlessly with the operations, sales, and support teams to ensure a smooth, end-to-end client onboarding experience.
• Drive System Improvement: Actively provide feedback, suggest process tightening, and contribute to raising the operational standards of the agency.

What Success Looks Like

You will be highly successful when you consistently:

• Hit Production Benchmarks: Consistently meet or exceed activity and conversion goals across quoting, binding, and eventual retention.
• Maintain Flow & Clarity: Keep your pipeline perfectly organized and moving daily—preventing stuck deals and surprises for the client.
• Deliver Trust: Provide a fast, clean client experience marked by clear communication and accurate recommendations, building trust that leads to strong long-term retention.
• Achieve High Productivity: Perform at a level significantly higher than the typical insurance producer, fueled by our proprietary lead flow, advanced systems, and collaborative team execution.

Who You Are: Qualifications & Mindset

We are looking for a coachable, detail-driven professional who is ready to accelerate their career in a performance-focused culture.

Required Qualifications:

• Active Property & Casualty (P&C) License.
• 1+ year of Insurance Experience (Sales, Service, or Hybrid role).
• System-Driven: You move fast, communicate clearly, and thrive as part of a high-execution team.
• Accountable & Detail-Oriented: You take ownership of your pipeline and pay close attention to the details that ensure client protection.

Why RIKOR

• No Cold Calling: Work exclusively with warm, inbound demand directly sourced from franchise brands.
• True Team Culture: Experience our "zero-inbox vacation" policy—your team genuinely covers your email and pipeline while you are out.
• Operational Values: Join a company where values like Empowered Action, Authenticity, Team, and Deliver Trust are the daily standard, not just posters on a wall.
• Competitive Salary + Performance Bonus structure.
• 401(k) Plan.
• Fitness Stipend.
• Cell Phone Stipend.
• Remote Work Option.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Insurance Agencies and Brokerages