P&C Insurance Sales Executive

Trucordia Insurance Services, LLC; Los Angeles (CA); On-site; USD 50,000 - 110,000; Full time

Benefits offered by this job

Life and AD&D insurance

FSA / HSA

Commuter & Child Care FSA

Pet Insurance

Accident & Critical Illness

Hospital Indemnity

Employee Assistance Program (EAP)

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is a fast-growing insurance brokerage seeking a results-driven sales professional to drive quotas through outreach, appointments, and client consultations on risk management and life and health solutions.

Requirements include a valid Property & Casualty or Life & Health license (or 90 days to obtain), a 4-year degree in a related field, and proficiency with Microsoft Office and Salesforce. Compensation includes a draw plus commissions and a robust benefits package.

Qualifications

• State-issued Property & Casualty or Life & Health license or must obtain within 90 days of start.
• 4-year degree in Business Management, Sales, Entrepreneurship, Marketing or related area.
• Proficiency with Microsoft Office and Salesforce.
• Demonstrated analytics and strong communication skills.

Responsibilities

• Meets established sales quotas on monthly, quarterly and annual basis.
• Conducts initial outreach to sales leads/prospects.
• Sets phone and in-person appointments.
• Conducts client consultations regarding risk management and life/health solutions.
• Follows Trucordia sales methodologies and best practices including proper use of Trucordia tools and sales management platform.

Skills

Sales quotas

Lead outreach

Appointment setting

Client consultations

Sales methodologies

Education

Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing or related field

Tools

Microsoft Office

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

Duties and Responsibilities:

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Conducts initial outreach to sales leads/prospects.
• Sets phone and in-person appointments.
• Conducts client consultations regarding risk management and life and health solutions.
• 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.
  • If not currently held, must obtain within 90 days of beginning employment.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 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:

• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation:

The draw/salary range for this position is $50,000–$110,000+ ($24-$52 an hour), depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role includes commission-based earningstied to production results.

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.

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