Personal Lines Insurance Advisor - Hybrid Sales & Growth

Opportunities at Towne; Charlotte, Raleigh (NC, NC); Hybrid; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health, vision, dental benefits

401K with employer match

Tuition reimbursement

Paid time off and holidays

Job summary

Towne Insurance is seeking an Insurance Sales Advisor for our Personal Lines team in North Carolina. You will develop relationships with Towne Bank partners, assess client needs, and tailor coverage solutions through a consultative, relationship-driven sales process.

The base salary is $55,000 with performance-based monthly potential of $1,000–$5,000. Two-plus years of phone sales experience and strong communication are preferred, with active NC Property & Casualty license required prior to

Qualifications

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

Responsibilities

• 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

Phone sales

Communication

Relationship building

Customer service

Organization

Education

NC Property & Casualty License (in progress)

Tools

Microsoft Office

Job description

Towne Insurance is seeking an Insurance Sales Advisor for our Personal Lines team in North Carolina. You will develop relationships with Towne Bank partners, assess client needs, and tailor coverage solutions through a consultative, relationship-driven sales process.

The base salary is $55,000 with performance-based monthly potential of $1,000–$5,000. Two-plus years of phone sales experience and strong communication are preferred, with active NC Property & Casualty license required prior to