Senior Insurance Advisor — Grow & Lead Client Relationships

Trucordia Insurance Services, LLC; San Francisco (CA); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Life Insurance

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC in San Francisco seeks an experienced Insurance Sales Leader who can meet quotas, grow a book of business, and mentor junior producers. You will use our sales tools to secure new business and analyze renewals while collaborating with Client Service to place accounts.

Qualifications include a state-issued license and a 4-year degree in a related field, plus 5+ years in insurance sales.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 5+ years in an Insurance sales role.
• Proficiency with 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 such as cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as subject matter expert to master chosen area of focus/specialization to ensure highest probability of long-term success. Continually manages a book of business to support high renewal rates.
• Collaborates with Client Service to analyze renewal business and place new business accounts.
• Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
• Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Skills

Sales

Communication

Analytics

Mentoring

Education

Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study

Tools

Microsoft Suite

Salesforce

Job description

Trucordia Insurance Services, LLC in San Francisco seeks an experienced Insurance Sales Leader who can meet quotas, grow a book of business, and mentor junior producers. You will use our sales tools to secure new business and analyze renewals while collaborating with Client Service to place accounts.

Qualifications include a state-issued license and a 4-year degree in a related field, plus 5+ years in insurance sales.