Advisor – Personal Lines

This is a fully remote position, open to applicants in United States.

📋 Description

• Generate new business while overseeing and renewing current client accounts.

• Meet with clients to assess their insurance needs and suggest tailored coverage solutions.

• Clearly and professionally present insurance proposals, ensuring clients comprehend their coverage options.

• Close new business and gather all necessary applications and documentation.

• Collaborate closely with the service team to provide a seamless client experience post-sale.

• Develop new business opportunities through networking, referrals, community engagement, and industry events.

• Cultivate strong relationships with insurance carrier partners and local influential figures.

• Keep up-to-date with insurance products, underwriting guidelines, and industry developments.

• Maintain precise client records and documentation in accordance with agency procedures.

• Consistently achieve or surpass monthly new business targets.

• Represent the agency professionally within the community and with carrier partners.

⛳️ Requirements

• Active Property & Casualty Insurance License is required.

• Previous experience in insurance sales or consultative sales is preferred.

• Ability to travel locally for client meetings, networking events, and community involvement.

• A valid driver's license is necessary.

🏝️ Benefits

• Competitive compensation with unlimited earning potential.

• Opportunity to establish a long-term book of business.

• Supportive team atmosphere with dedicated service staff.

• Professional development and continuous training opportunities.

• Career advancement prospects within a respected and expanding agency.