Insurance Sales Advisor – Commercial Lines

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

📋 Description

• Generate new revenue in commercial lines of insurance.

• Achieve set sales quotas on a monthly, quarterly, and annual timeline.

• Utilize Trucordia's sales and marketing tools for cold calling, face-to-face meetings, and prospect presentations to secure new clients.

• Develop expertise in a specific area of focus.

• Oversee a portfolio of business to maintain high renewal rates.

• Work in conjunction with Client Service to evaluate renewal business and secure new business accounts.

• Adhere to Trucordia's sales methodologies and best practices.

• Create and manage a 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.

• 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 Accidental Death & Dismemberment (AD&D).

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

• Accident insurance.

• Critical Illness insurance.

• Hospital Indemnity.

• Supplemental Health Insurance.

• Employee Assistance Program (EAP).

• Pet Insurance.

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.

• Two-year tiered-down non-recoverable draw.

• Commission-based earnings linked to production performance.