Hybrid Elite HNW Personal Lines Advisor

Trucordia Insurance Services, LLC; Charlotte (NC); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Life and AD&D insurance

Flexible PTO

401K

Employee Assistance Program (EAP)

Job summary

Trucordia Insurance Services, LLC is seeking a High Net Worth Insurance Advisor for a hybrid position in Charlotte, North Carolina. The role focuses on achieving sales targets through prospecting and maintaining existing client relationships, alongside utilizing various sales tools and methodologies.

Candidates should possess a valid insurance producer license, a degree in a relevant field, and 2-5 years of experience in insurance sales. In addition to a vibrant company culture, Trucordia offers comprehensive benefits including health insurance, flexible PTO, and a 401K plan.

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 monthly, quarterly, and annually.
• Utilize sales and marketing tools to execute new business activities.
• Manage a book of business to support high renewal rates.

Skills

Sales skills

Analytical skills

Communication skills

Knowledge of insurance products

Education

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

Tools

Microsoft Suite

Salesforce

Job description

Trucordia Insurance Services, LLC is seeking a High Net Worth Insurance Advisor for a hybrid position in Charlotte, North Carolina. The role focuses on achieving sales targets through prospecting and maintaining existing client relationships, alongside utilizing various sales tools and methodologies.

Candidates should possess a valid insurance producer license, a degree in a relevant field, and 2-5 years of experience in insurance sales. In addition to a vibrant company culture, Trucordia offers comprehensive benefits including health insurance, flexible PTO, and a 401K plan.