High Net Worth Insurance Advisor - Personal Lines

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

Extraordinary Opportunity. Exceptional Experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.


• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.


• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?


• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.


• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Reports To: VP of Sales/Market Leader

Duties and 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.

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 professional programs such as Microsoft Suite and Salesforce.


• Demonstrated skills in analytics and internal/external communication.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision


• Life and AD&D insurance


• FSA / HSA


• Commuter & Child Care FSA


• Cancer Support Benefits


• Pet Insurance


• Accident & Critical Illness


• Hospital Indemnity


• Employee Assistance Program (EAP)


• 11 Paid Holidays


• Flexible PTO


• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.