Insurance Advisor

Looking for an exciting career? How about a career that allows you to control your own financial destiny? We are a professional and innovative company driven to succeed. Carey, Richmond & Viking is one of the leading independent insurance agencies in southern New England. We are a 3rd generation family-owned insurance agency with thousands of clients in New England and throughout the US. Our work environment includes: Modern office settingWork-from-home daysGrowth opportunitiesWellness programsCulture of development & learningCollaborative working environmentsFree unlimited coffee! Why work for Us? Excellent Employee Culture and Engagement Competitive Pay Great work/Life Balance Flexible PTO + Paid Holidays Health with Upfront Deductible Assistance Dental, Life & Long-Term Disability Insurance Family Owned & Operated Referral Bonus What We Are Looking For. We are looking for a motivated and experienced Insurance Advisor to join our team. The ideal candidate will have a strong understanding of the insurance industry, including the various types of policies, coverage options, and regulations. The successful candidate will be responsible for providing advice and guidance to clients on their insurance needs, as well as helping them to understand the terms and conditions of their policies. The Insurance Advisor will also be responsible for developing new business opportunities, maintaining relationships with existing clients, and ensuring that all customer inquiries are handled in a timely manner. The perfect candidate will have… Experience in outside salesBachelor’s degree preferredGreat interpersonal and communication skillsDriven to succeedProperty & Casualty license in RI a plus or willing to get a P&C licenseAbility to work well in a team environment Essential Job Duties Prospect and solicit new clientsDevelop and accomplish sales goal objectivesDevelop and maintain working pipeline of prospectsAbility to review insurance policies and identify coveragesDesign insurance programs to meet client’s needsIdentify areas of opportunity for cross selling and account roundingProvide continuous counsel to existing clientsManage and retain customer relationships for Select and more complex accounts EEOC-We support Equality for all. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Plus, commission