Personal Insurance Growth Advisor - Outside Sales

TRICOR Insurance; Platteville (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation with incentiv

Training and professional development

Licensing & designations support

401(k) with company match

Paid time off

Job summary

TRICOR Insurance in Platteville, WI is seeking a Personal Insurance Risk Manager - Outside Sales to grow the book of business. The role focuses on building trusted client relationships, assessing insurance needs, and delivering tailored coverage solutions.

You will work to expand client base, collaborate with carriers, and support service teams to ensure an exceptional experience while meeting production goals.

Qualifications

• Experience in sales or relationship management driving new business and client growth.
• Strong communication skills and ability to build trusted client relationships.
• Self-driven with goal orientation and strong organizational abilities.

Responsibilities

• Develop new business through referrals, networking, and community involvement.
• Build trusted relationships with clients and prospects to assess needs.
• Assess insurance needs and recommend customized coverage solutions.
• Conduct insurance reviews and identify account development opportunities.
• Present proposals and collaborate with carrier partners for options.
• Partner with service team to deliver an exceptional client experience.
• Achieve production goals and contribute to agency growth.

Skills

Sales experience

Relationship management

Communication skills

Time management

Self-driven

Education

Property & Casualty license (preferred)

Job description

TRICOR Insurance in Platteville, WI is seeking a Personal Insurance Risk Manager - Outside Sales to grow the book of business. The role focuses on building trusted client relationships, assessing insurance needs, and delivering tailored coverage solutions.

You will work to expand client base, collaborate with carriers, and support service teams to ensure an exceptional experience while meeting production goals.