Private Client Advisor - Insurance Sales

Trucordia Insurance Services, LLC; Ocean City (MD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is looking for a dedicated insurance sales professional based in Ocean City, Maryland. The role requires achieving sales quotas and managing a book of business while utilizing various sales methodologies and tools.

Applicants should possess a relevant degree and a state-issued insurance license, along with 2-5 years of experience in sales. Benefits include life insurance, flexible PTO, and a 401K plan.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License required.
• 4-year degree in a relevant field is necessary.
• 2-5 years in an insurance sales role is preferred.

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 renewal rates.

Skills

State-issued Property and Casualty or Life and Health Insurance Producer License

Proficiency with Microsoft Suite and Salesforce

Demonstrated skills in analytics

Strong communication skills

Education

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

Tools

Microsoft Suite

Salesforce

Job description

Trucordia Insurance Services, LLC is looking for a dedicated insurance sales professional based in Ocean City, Maryland. The role requires achieving sales quotas and managing a book of business while utilizing various sales methodologies and tools.

Applicants should possess a relevant degree and a state-issued insurance license, along with 2-5 years of experience in sales. Benefits include life insurance, flexible PTO, and a 401K plan.