High Net Worth Personal Lines Insurance Advisor

Trucordia; Wilmington (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life and AD&D insurance

Flexible PTO

401K

Employee Assistance Program (EAP)

Job summary

Trucordia in Wilmington, North Carolina, is seeking a Sales Representative to meet sales quotas and manage client relationships. The role emphasizes the use of sales methodologies and tools, including Salesforce. Candidates should possess a relevant degree and insurance sales experience, alongside strong communication and analytical skills.

Trucordia offers a competitive salary and benefits including medical, dental, vision, and flexible PTO. Join a workplace that values collaboration and growth!

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 2-5 years in an insurance sales role.
• Demonstrated skills in analytics and internal/external communication.

Responsibilities

• Meet established sales quotas on monthly, quarterly, and annual basis.
• Utilize sales and marketing tools to close new business.
• Manage a book of business to support high renewal rates.
• Collaborate with Client Service to analyze business.

Skills

Sales skills

Communication skills

Analytical skills

Proficiency in Microsoft Suite

Proficiency in Salesforce

Education

4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area

Tools

Microsoft Suite

Salesforce

Job description

Trucordia in Wilmington, North Carolina, is seeking a Sales Representative to meet sales quotas and manage client relationships. The role emphasizes the use of sales methodologies and tools, including Salesforce. Candidates should possess a relevant degree and insurance sales experience, alongside strong communication and analytical skills.

Trucordia offers a competitive salary and benefits including medical, dental, vision, and flexible PTO. Join a workplace that values collaboration and growth!