Insurance Sales Advisor - Personal Lines

Towne Insurance; Charlotte, Raleigh (NC, NC); Sur place; USD 50 000 - 61 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

Employee Assistance Program

Résumé du poste

Towne Insurance is hiring an Insurance Sales Advisor for Personal Lines in Charlotte, NC. You will partner with TowneBank and clients to assess needs and tailor coverage solutions, building lasting relationships and driving business growth.

Meet with clients, explain policy features, and educate on costs while achieving sales targets. NC license is required before start; sign-on bonus may apply for license completion and employment requirements.

Qualifications

• Two or more years of experience selling complex products over the phone.
• Active North Carolina Property & Casualty license required before start.
• Excellent communication and relationship-building skills.
• Proficient with Microsoft Office applications.

Responsabilités

• Develop and maintain relationships with Towne Bank, mortgage, real estate, and insurance partners to generate referrals.
• Consult with clients to understand their insurance needs and recommend appropriate coverage options.
• Educate prospective clients on policy features, benefits, and costs.
• Conduct fact-finding conversations and tailor risk management solutions.
• Utilize carrier rating systems and underwriting guidelines to secure the best available coverage.
• Collaborate with support staff and carrier service centers to deliver an exceptional client experience.
• Generate new business through inbound and outbound calls, emails, and referrals.
• Achieve sales goals established through your annual sales plan.

Connaissances

Communication

Relationship-building

Customer service

Phone sales

Self-motivated

Organizational skills

Microsoft Office

Formation

NC Property & Casualty License

Outils

Microsoft Office

Description du poste

Insurance Sales Advisor - Personal Lines

Join us at Towne Insurance! Your Career. Your Future. Your Towne.

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

Base Salary: $55,000 annually, with an additional estimated $1,000- $5,000 monthly based on performance.

Are you a motivated sales professional who thrives on helping people protect what matters most? Towne Insurance is looking for an Insurance Sales Advisor to join our Personal Lines team and support clients through a consultative, relationship-driven sales process.

In this role, you'll work closely with TowneBank partners and clients to identify insurance needs, recommend customized coverage solutions, and build lasting relationships that drive both client satisfaction and business growth. If you enjoy connecting with people, solving problems, and achieving goals, we'd love to hear from you.

What You'll Do

• Develop and maintain relationships with Towne Bank, mortgage, real estate, and insurance partners to generate referrals.
• Consult with clients to understand their insurance needs and recommend appropriate coverage options.
• Educate prospective clients on policy features, benefits, and costs.
• Conduct fact-finding conversations and tailor risk management solutions.
• Utilize carrier rating systems and underwriting guidelines to secure the best available coverage.
• Collaborate with support staff and carrier service centers to deliver an exceptional client experience.
• Generate new business through inbound and outbound calls, emails, and referrals.
• Achieve sales goals established through your annual sales plan.

Skills and experience you’ll need:

Don't have your North Carolina Property & Casualty License yet? Unlicensed candidates are encouraged to apply. While an active NC Property & Casualty License is required prior to your start date, eligible candidates may qualify for a sign-on bonus upon successful achievement of the license and completion of employment requirements.

• Two or more years of experience selling complex products over the phone.
• Strong communication, relationship-building, and customer service skills.
• Self-starter with exceptional organization and follow-through.
• Ability to adapt in a fast-paced environment and manage multiple priorities.
• Proficiency with Microsoft Office applications.

Bonus points if you have:

• Experience guiding clients through a personalized sales approach.

What we offer:

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Identity theft protection
• Tuition Reimbursement
• Wellness Plan

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.

#LI-SO1

#insurance

#LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.