Insurance Sales Advisor

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

📋 Description

• Generate new business in commercial lines of insurance.

• Achieve designated sales targets on a monthly, quarterly, and annual basis.

• Leverage Trucordia's sales and marketing resources for cold outreach, face-to-face meetings, and presentations to secure new accounts.

• Serve as a subject matter expert in a specified area of expertise.

• Proactively manage an existing book of business to ensure high renewal rates.

• Work in collaboration with Client Service to review renewal business and establish new account placements.

• Adhere to Trucordia's sales methodologies and best practices, ensuring effective utilization of Trucordia's tools and sales management systems.

• Develop a sales pipeline using Salesforce.

⛳️ Requirements

• Valid Property and Casualty Insurance Producer License issued by the state.

• Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field.

• 2-5 years of experience in an insurance sales position.

• Strong proficiency in Microsoft Office Suite and Salesforce.

• Proven abilities in analytics and both internal and external communication.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance and AD&D coverage.

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• Accident insurance.

• Critical illness insurance.

• Hospital indemnity insurance.

• Supplemental health insurance.

• Employee Assistance Program (EAP).

• Pet insurance.

• 11 paid holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.