Associate Advisor, Commercial Risk - Insurance Advisory Solutions

About the role

The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.

Responsibilities

• Through training, grow your own book of business by generating, prospecting, soliciting, and closing new accounts, and begin retaining your own clients.
• Identify and generate new sales opportunities through analysis and discovery.
• Participate in sales meetings to review sales activities and prospective customers with leadership.
• Develop a full working knowledge of respective insurance line products and procedures.
• Learn to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Maintain an understanding of the insurance industry and underwriting criteria for Insurance Company Partners represented by the firm to effectively communicate with all involved parties.

Knowledge, Skills & Abilities

• Excellent communication and presentation skills.
• Strong ability to persuade, motivate and influence others.
• Basic knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software systems.
• Demonstrates core values, exuding behavior that is aligned with the firm’s culture.

Qualifications

Obtain and maintain a 2-15 or 2-20 state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).