Strategic Insurance Producer

Trucordia Insurance Services, LLC; San Diego (CA); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a dynamic sales professional in San Diego to drive new business and renewals. You will manage a book of business, meet monthly, quarterly, and annual quotas, and utilize our sales tools to perform cold calls, in-person meetings, and client presentations.

A valid Property and Casualty or Life and Health license is required, with 2-5 years in an insurance sales role.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 2-5 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 for 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.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Skills

Insurance sales experience

Analytical skills

Communication skills

Education

4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study

Tools

Microsoft Suite

Salesforce

Job description

Trucordia Insurance Services, LLC is seeking a dynamic sales professional in San Diego to drive new business and renewals. You will manage a book of business, meet monthly, quarterly, and annual quotas, and utilize our sales tools to perform cold calls, in-person meetings, and client presentations.

A valid Property and Casualty or Life and Health license is required, with 2-5 years in an insurance sales role.