Insurance Advisor

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

📋 Description

• Handle incoming calls from small business owners looking for insurance solutions.

• Conduct outbound calls to prospects who have expressed interest in business insurance via our website.

• Clearly communicate the benefits of THREE to potential clients and successfully close sales.

• Inform leads about business risks and explain how THREE can effectively address those challenges.

• Customize the sales strategy to align with each customer’s unique needs and motivations.

• Address misconceptions and professionally overcome objections with confidence.

• Work in conjunction with the Underwriting team to gather necessary documentation for underwriting evaluations.

• Achieve or surpass monthly sales targets established by Sales Leadership.

• Maintain consistent availability for scheduled shifts and reliably adhere to the agreed-upon timetable.

⛳️ Requirements

• Possession of an active and current Property & Casualty insurance license.

• A minimum of 2 years’ experience in sales or a related customer-facing role, preferably within financial services, healthcare, or another regulated field.

• Exceptional communication skills marked by clarity and assertiveness.

• Natural empathy and patience to effectively simplify complex concepts for better customer comprehension.

• Capacity to act with urgency and maintain focus within a production-oriented environment.

• Eagerness to rapidly assimilate new technical information and utilize constructive feedback.

• Familiarity and comfort with using software in a professional setting.

🏝️ Benefits

• Medical (PPO/HDHP), vision, disability, and life insurance coverage.

• Comprehensive dental plan that includes orthodontia coverage in addition to a standard option.

• Generous paid time off (PTO) plan available for all eligible employees.

• Paid company holidays along with 4 floating holidays.

• Paid parental leave policy.

• Employee Retirement Savings Plan/401(k) with company match and immediate vesting.

• Education Assistance Program that offers 100% upfront tuition reimbursement after 6 months of service for approved degree programs.

• Service Recognition Program providing a monetary award towards a vacation every 5 years of employment.

• Wellness Initiatives, including Fitness Center access and Weight Watchers Reimbursement programs.

• Optional accident, critical illness, and hospital indemnity benefits.

• Employee discount and rewards program for travel, tickets, electronics, home goods, and more.

• Opportunities for commission and/or incentive pay.