Senior P&C Insurance Sales Executive

Trucordia Insurance Services, LLC; Irvine (CA); On-site; USD 50,000 - 250,000; Full time

Benefits offered by this job

Life and AD&D insurance

Flexible PTO

401(k)

Job summary

Trucordia Insurance Services, LLC is seeking a skilled insurance sales professional with strong analytical and communication skills. This role requires a valid insurance producer license and significant experience in managing a substantial book of business.

Candidate will be responsible for meeting sales quotas while utilizing Trucordia's tools and methodologies. Benefits include flexible PTO, life insurance, and 401(k) options.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 5+ years in an insurance sales role.
• Demonstrated ability to manage a book of business worth $500,000.

Responsibilities

• Meet established sales quotas on a monthly, quarterly, and annual basis.
• Utilize sales and marketing tools to execute results-oriented activities.
• Collaborate with Client Service to analyze renewal and new business accounts.

Skills

Sales proficiency

Analytical skills

Communication skills

Mentoring

Education

4-year degree in Business Management or related field

Tools

Microsoft Suite

Salesforce

Job description

Job Description

Duties and 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 a subject‑matter expert in a chosen area of focus/specialization to ensure the highest probability of long‑term success, and 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.

Qualifications

• State‑issued Property and Casualty or Life and Health Insurance Producer License.
• A 4‑year degree in Business Management, Sales, Entrepreneurship, Marketing, or a related area of study.
• 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.

Compensation

The draw/salary range for this position is $50,000–$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role includes commission-based earnings tied to production results.

Benefits

• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Pet insurance
• Accident & Critical Illness
• Hospital indemnity
• Employee Assistance Program (EAP)
• 11 paid holidays
• Flexible PTO
• 401(k)

Equal Opportunity Employer

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic, or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.