Private Client Insurance Advisor: Grow & Retain Your Book

Trucordia Insurance Services, LLC; Fairfax (VA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Pet Insurance

11 Paid Holidays

Job summary

Trucordia Insurance Services, LLC is looking for a dedicated sales professional to meet established sales quotas and manage client relationships in Fairfax, Virginia. Candidates must possess a state-issued insurance license and a degree in a relevant field, along with 2-5 years of experience in insurance sales.

The role involves utilizing various sales tools and collaborating with the Client Service team to ensure high renewal rates for clients. Competitive benefits including Life Insurance, Flexible PTO, and a 401K plan are offered.

Qualifications

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

Responsibilities

• Meet established sales quotas on a monthly, quarterly, and annual basis.
• Utilize Trucordia sales and marketing tools for result-oriented activities.
• Manage a book of business to support high renewal rates.
• Collaborate with Client Service to analyze renewal business.

Skills

Sales and marketing skills

Analytical skills

Communication skills

Proficiency in Microsoft Suite

Proficiency in Salesforce

Education

4-year Degree in Business Management or related field

Tools

Salesforce

Microsoft Suite

Job description

Trucordia Insurance Services, LLC is looking for a dedicated sales professional to meet established sales quotas and manage client relationships in Fairfax, Virginia. Candidates must possess a state-issued insurance license and a degree in a relevant field, along with 2-5 years of experience in insurance sales.

The role involves utilizing various sales tools and collaborating with the Client Service team to ensure high renewal rates for clients. Competitive benefits including Life Insurance, Flexible PTO, and a 401K plan are offered.