Private Client Advisor: Insurance Sales & Growth

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

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.