Insurance Sales Advisor - Personal Lines
About The Position
Towne Insurance is seeking an Insurance Sales Advisor to join its Personal Lines team. The advisor supports clients through a consultative, relationship-driven sales process, working with TowneBank partners and clients to identify insurance needs, recommend customized coverage solutions, and build relationships that contribute to client satisfaction and business growth. The position offers a base salary of $55,000 annually, plus estimated performance-based earnings of $1,000–$5,000 monthly. An active North Carolina Property & Casualty License is required before the start date. Unlicensed candidates are encouraged to apply and may qualify for a sign-on bonus after successfully obtaining the license and completing employment requirements. The role involves generating referrals and new business, advising clients on coverage, using carrier rating systems and underwriting guidelines, collaborating with support staff, and meeting goals established in an annual sales plan.
Requirements
- Two or more years of experience selling complex products over the phone.
- Active North Carolina Property & Casualty License required prior to the start date.
- 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.
Nice To Haves
- Experience guiding clients through a personalized sales approach.
Responsibilities
- Develop and maintain relationships with TowneBank, 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.
- Use 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 the annual sales plan.
Benefits
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Health, vision, and dental coverage
- Employee Assistance Program
- Paid time off, including holidays, PTO, sick leave, and bereavement
- Profit sharing
- Continuing education opportunities
- 401(k) and employer matching
- Employee discounts
- Identity theft protection
- Tuition reimbursement
- Paid training opportunities
- Paid parental leave
- Wellness plan
- Volunteer opportunities
- Potential sign-on bonus for eligible unlicensed candidates who obtain the required license and complete employment requirements
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
