Insurance Sales Advisor
Trucordia · Ventura, CA · 1 mo ago
RemoteRemoteAdministrativeFull-time
About the Role
Trucordia is seeking a Commercial Lines Insurance Producer to join our growing team. We are building the next great insurance brokerage with over 5,000 team members across 200 offices nationwide. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we offer an unrivaled combination of people, tools, and solutions while delivering exceptional experiences for our employees, clients, and stakeholders.
Responsibilities
- Produce new commercial lines insurance business
- Meet established sales quotas on monthly, quarterly, and annual basis
- Utilize Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business
- Act as subject matter expert to master chosen area of focus for highest probability of long-term success
- Continually manage a book of business to support high renewal rates
- Collaborate with Client Service to analyze renewal business and place new business accounts
- Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
- Build pipeline on Salesforce
Requirements
- State-issued Property and Casualty Insurance Producer License
- 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study
- 2-5 years in an insurance sales role
- Proficiency with professional programs such as Microsoft Suite and Salesforce
- Demonstrated skills in analytics and internal/external communication
Benefits
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K