Insurance Sales Advisor - Commercial Lines

Trucordia•Los Angeles, CA

11d•$75,000 - $150,000•Remote

About The Position

Trucordia is seeking an Insurance Sales Advisor for Commercial Lines. This role involves producing new commercial lines insurance revenue, meeting sales quotas, and utilizing company sales tools for prospecting and closing new business. The advisor will act as a subject matter expert in their chosen area, manage a book of business to ensure high renewal rates, and collaborate with the Client Service team. Adherence to Trucordia's sales methodologies, best practices, and sales management platform is expected, including building a pipeline in Salesforce.

Requirements

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.

Responsibilities

Production of new commercial lines insurance revenue.
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.
Builds pipeline in Salesforce.