Note: The job is a remote job and is open to candidates in USA. Trucordia is an insurance brokerage focused on delivering insurance solutions and exceptional client experiences. The Insurance Sales Advisor will generate new commercial lines business, meet sales quotas, manage a book of business, develop a Salesforce pipeline, and collaborate with client service teams to support renewals and new accounts.
Responsibilities
- Producing new commercial lines insurance business
- 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 tolls and sales management platform
- Building pipeline on Salesforce
Skills
- State-issued Property and Casualty 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 professional programs such as Microsoft Suite and Salesforce
- Demonstrated skills in analytics and internal/external communication
Benefits
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
- Remote work
Company Overview