Personal Risk Advisor - High Net Worth

Trucordia Insurance Services, LLC; Boston (MA); On-site; USD 50,000 - 200,000; Full time

Benefits offered by this job

Life Insurance

Flexible PTO

401K

Paid Holidays

Pet Insurance

Job summary

Trucordia Insurance Services, LLC in Boston, Massachusetts is looking for a dedicated Insurance Sales Representative to meet sales quotas and manage client relationships. The ideal candidate will have a 4-year degree, relevant insurance licenses, and 2-5 years of experience in sales.

This role offers a salary range of $50,000–$200,000+, along with commission opportunities and a great benefits package including life insurance, flexible PTO, and a 401K plan.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 2-5 years in an insurance sales role.
• Demonstrated skills in analytics and internal/external communication.

Responsibilities

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes sales and marketing tools to close new business.
• Manages a book of business for high renewal rates.
• Collaborates with Client Service to analyze and place accounts.

Skills

Sales skills

Customer relationship management

Communication skills

Analytical skills

Proficiency in Microsoft Suite

Proficiency in Salesforce

Education

4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area

Job description

Job Description

Reports To: VP of Sales/Market Leader

Duties and Responsibilities:

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
• Continually manages a book of business to support high renewal rates.
• Collaborates with Client Service to analyze renewal business and place new business accounts.
• 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.
• 4‑year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 2–5 years in an insurance sales role.
• Proficiency with professional programs such as Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and internal/external communication.

Benefits

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

The draw/salary range for this position is $50,000–$200,000+, 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 earning tied to production results.

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.