Private Client Advisor - Insurance Sales

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

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness Insurance

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC in Washington, DC is seeking a driven Insurance Sales Representative to meet established sales quotas and utilize sales tools effectively. You'll leverage your expertise to manage a book of business, ensuring high renewal rates while collaborating closely with Client Services.

This role requires proficiency in Microsoft Suite and Salesforce, along with a strong background in insurance. The company offers comprehensive benefits including life insurance, flexible PTO, and a robust 401K plan.

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.

Responsibilities

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities.
• Acts as subject matter expert to master chosen area of focus.
• Manages a book of business to support high renewal rates.
• Collaborates with Client Service to analyze renewal business.

Skills

Sales Force Management

Communication Skills

Analytical Skills

Microsoft Suite Proficiency

Education

4-year Degree in Business Management

Property and Casualty Insurance License

Life and Health Insurance License

Tools

Salesforce

Job description

Trucordia Insurance Services, LLC in Washington, DC is seeking a driven Insurance Sales Representative to meet established sales quotas and utilize sales tools effectively. You'll leverage your expertise to manage a book of business, ensuring high renewal rates while collaborating closely with Client Services.

This role requires proficiency in Microsoft Suite and Salesforce, along with a strong background in insurance. The company offers comprehensive benefits including life insurance, flexible PTO, and a robust 401K plan.