Sales Advisor

Job Summary

The P&C Insurance Advisor is an experienced Insurance professional who actively develops and maintains a pipeline of new potential clients by continually sourcing internal and external referrals for new business opportunities. As a consultant to your clients you will analyze and develop comprehensive solutions to meet your clients’ goals and protect their assets.

Essential Functions

• Consultatively partners with clients to understand needs and provide the best and most comprehensive coverage.
• Conduct thorough coverage and exposure reviews with clients to understand their needs and provide education on adequate coverage.
• Review renewal considerations and work with carriers and marketing to determine the best options for the client.
• Provide excellent service to an assigned book of business, taking time to build relationships with each account.
• Stay current with insurance companies relative to underwriting guidelines, available premium saving credits, technology platforms, etc.

Competencies & Qualifications

• Ability to partner with existing FRP Advisors to cross sell Individual P&C lines into existing accounts.
• Ability to source referrals through existing professional & personal relationships.
• Ability to cold call to set appointments with potential clients.

Education & Experience

• High School Diploma or Equivalent
• College Degree Preferred
• 5+ years of individual P&C sales experience

Disclaimer

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental.
• 401(k) with company match
• Company paid life insurance
• STD, LTD
• A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!