Client Advisor

Primary Responsibilities

• Identify, prospect, and cultivate new business opportunities with an emphasis on commercial accounts.
• Develop and execute effective sales strategies to move prospects through the sales pipeline and close business.
• Maintain accurate and up-to-date records within HubSpot and fully leverage the platform to manage opportunities and client relationships.
• Deliver comprehensive risk management solutions by utilizing World’s broad portfolio of services.
• Build long-term client relationships by identifying cross-selling opportunities and introducing additional solutions that support clients’ evolving business and personal needs.
• Serve as a trusted advisor by understanding client challenges and coordinating internal resources to develop customized solutions.

Qualifications

• Proven success in business development, consultative sales, and delivering value-driven solutions.
• Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities.
• Experience utilizing CRM platforms, preferably HubSpot, and insurance agency management systems such as AMS360, Applied Epic, or similar tools.
• Experience working within an insurance brokerage environment and selling commercial insurance and/or employee benefits solutions is highly valued.
• Must obtain and maintain all required insurance licenses and regulatory requirements necessary to perform the responsibilities of the role.
• Self-motivated, results-oriented professional with the ability to manage complex sales cycles and cultivate long-term client relationships.
• Willingness to leverage World’s broad platform and collaborate with internal specialists to deliver comprehensive solutions that support clients’ evolving insurance, risk management, employee benefits, retirement and financial service needs.

Compensation & Benefits

• The anticipated base salary range for this position is $60,000 to $200,000+, determined by factors including geographic location, relevant experience, demonstrated sales success, and the ability to generate new business revenue.
• Benefits include medical, dental, vision, as well as a 401(k) plan with immediate vesting.

EEO Statement

World Insurance Associates is an equal opportunity employer. We celebrate and support diversity among our employees. World is dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.