Insurance Advisor - Grow Clients & Protect Richmond

The Atlantic District; Richmond (VA); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Annual PTO

Vision Insurance

Dental Insurance

Disability Insurance

Parental Leave

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Hands on Training

Life Insurance

Health Insurance

Job summary

The Atlantic District in Richmond, VA is seeking an Insurance Agent to advise clients, identify their insurance needs, and build lasting relationships. You will present tailored proposals and manage a growing client portfolio in a supportive team environment.

This role emphasizes community engagement, integrity, and service, with strong emphasis on digital record-keeping and collaborative sales improvements. Training provided.

Qualifications

• Virginia Property and Casualty Insurance License required.
• 2+ years of sales or client advisory experience.
• Proficiency with digital policy management and documentation software.
• Excellent verbal communication for client interactions.
• High school diploma or equivalent.
• Consultative sales experience helpful but not required.

Responsibilities

• Identify the unique insurance needs of prospective clients through guided conversations.
• Develop and present customized insurance proposals addressing risk management goals.
• Manage and nurture a growing portfolio of clients as the primary contact for questions or updates.
• Engage with the Richmond community to foster local connections and expand agency presence.
• Update and maintain accurate digital records of policy interactions to ensure high-quality service.
• Collaborate with internal teams to improve sales processes and share client insights.

Skills

Verbal communication

Sales experience

Client advisory

License: Virginia P&C

Education

High school diploma or equivalent

Virginia Property and Casualty Insurance License

Tools

Policy management software

Job description

The Atlantic District in Richmond, VA is seeking an Insurance Agent to advise clients, identify their insurance needs, and build lasting relationships. You will present tailored proposals and manage a growing client portfolio in a supportive team environment.

This role emphasizes community engagement, integrity, and service, with strong emphasis on digital record-keeping and collaborative sales improvements. Training provided.