Insurance Sales Advisor - Personal Lines

FitzGerald Financial Group - Division of TowneBank Mortgage•Raleigh, NC

12d•Hybrid

About The Position

Towne Insurance is looking for an Insurance Sales Advisor to join their Personal Lines team. This role involves supporting clients through a consultative, relationship-driven sales process. The advisor will work closely with TowneBank partners and clients to identify insurance needs, recommend customized coverage solutions, and build lasting relationships. The position is ideal for a motivated sales professional who enjoys connecting with people, solving problems, and achieving goals.

Requirements

Two or more years of experience selling complex products over the phone.
Strong communication, relationship-building, and customer service skills.
Self-starter with exceptional organization and follow-through.
Ability to adapt in a fast-paced environment and manage multiple priorities.
Proficiency with Microsoft Office applications.
Active North Carolina Property & Casualty License (required prior to start date).

Nice To Haves

Experience guiding clients through a personalized sales approach.

Responsibilities

Develop and maintain relationships with Towne Bank, mortgage, real estate, and insurance partners to generate referrals.
Consult with clients to understand their insurance needs and recommend appropriate coverage options.
Educate prospective clients on policy features, benefits, and costs.
Conduct fact-finding conversations and tailor risk management solutions.
Utilize carrier rating systems and underwriting guidelines to secure the best available coverage.
Collaborate with support staff and carrier service centers to deliver an exceptional client experience.
Generate new business through inbound and outbound calls, emails, and referrals.
Achieve sales goals established through your annual sales plan.