Private Client Advisor - Insurance Sales

Trucordia; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; 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 is hiring for a role requiring expertise in sales and the ability to meet quotas consistently. Candidates must have a state-issued insurance producer license, along with a 4-year degree in related fields. The position emphasizes cold calling, in-person meetings, and effective use of sales tools.

Successful applicants will enjoy benefits like life insurance, flexible PTO, and a 401K plan. This role is integral to managing a book of business and ensuring high renewal rates.

Qualifications

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

Responsibilities

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools for cold calls and prospect presentations.
• Collaborates with Client Service to analyze renewal business and place new accounts.

Skills

Proficiency with Microsoft Suite

Salesforce

Analytical skills

Communication skills

Education

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

Tools

Microsoft Suite

Salesforce

Job description

Trucordia is hiring for a role requiring expertise in sales and the ability to meet quotas consistently. Candidates must have a state-issued insurance producer license, along with a 4-year degree in related fields. The position emphasizes cold calling, in-person meetings, and effective use of sales tools.

Successful applicants will enjoy benefits like life insurance, flexible PTO, and a 401K plan. This role is integral to managing a book of business and ensuring high renewal rates.