Private Client Insurance Advisor - Growth & Renewals

Trucordia

Bethany Beach (DE)

On-site

USD 50,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Life Insurance and AD&D
Flexible PTO
401K
Pet Insurance
EAP
11 Paid Holidays

Job summary

Trucordia is seeking a qualified sales representative based in Bethany Beach, Delaware. The ideal candidate will meet sales quotas and utilize effective sales and marketing tools to close new business. A strong background in insurance sales and a relevant degree are essential.

Employees enjoy benefits like life insurance, flexible PTO, and a 401K plan. Join us to thrive in a supportive environment that values diversity and equal opportunity.

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.

Responsibilities

  • Meet established sales quotas on a monthly, quarterly, and annual basis.
  • Utilize sales and marketing tools for business development.
  • Manage a book of business to support high renewal rates.

Skills

Sales experience
Proficiency with Microsoft Suite
Proficiency with Salesforce
Analytical skills
Communication skills

Education

4-year Degree in Business Management or related field
State-issued Property and Casualty or Life and Health Insurance Producer License

Tools

Salesforce
Microsoft Suite

Job description

Trucordia is seeking a qualified sales representative based in Bethany Beach, Delaware. The ideal candidate will meet sales quotas and utilize effective sales and marketing tools to close new business. A strong background in insurance sales and a relevant degree are essential.

Employees enjoy benefits like life insurance, flexible PTO, and a 401K plan. Join us to thrive in a supportive environment that values diversity and equal opportunity.

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