Private Client Advisor

Trucordia; Washington (District of Columbia); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

Flexible PTO

11 Paid Holidays

Job summary

Trucordia in Washington, D.C. is seeking a Sales Representative to meet sales quotas, utilize marketing tools, and manage client relationships effectively. The ideal candidate will hold a state-issued insurance producer license and a 4-year degree in business-related fields.

Responsibilities include closing new business and maintaining high renewal rates while collaborating with Client Services. Offers benefits like medical, dental, vision, and 401K are provided, alongside a supportive work environment.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License required.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area.
• 2-5 years in an insurance sales role required.
• Proficient in Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and communication.

Responsibilities

• Meet established sales quotas on a monthly, quarterly, and annual basis.
• Utilize sales and marketing tools for closing new business.
• Manage a book of business to support high renewal rates.
• Collaborate with Client Service for business analysis.
• Follow company sales methodologies and best practices.

Skills

Sales experience

Analytics skills

Communication skills

Proficiency with Microsoft Suite

Proficiency with Salesforce

Education

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

State-issued Insurance Producer License

Tools

Microsoft Suite

Salesforce

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

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

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.