Insurance Sales Advisor - The Carolinas

Trucordia•Asheboro, NC

2d•Remote

About The Position

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Requirements

Bachelors Degree
Valid Property and Health & Life and Property & Casualty License
Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.

Nice To Haves

Experience with Salesforce.
Previous experience in building a book of business.

Responsibilities

Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
Present customized insurance solutions to meet clients' specific Employee Benefits and commercial needs.
Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
Stay current with industry trends, regulations, and changes in commercial insurance products.
Prepare and submit regular progress reports on sales performance and account activities.