State-issued Property and Casualty or Life and Health Insurance Producer License
4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study
5+ years in an Insurance sales role
Proficiency with Microsoft Suite and Salesforce
Strong analytical and communication skills
Responsibilities
Meets established sales quotas monthly, quarterly, and annually
Utilizes sales and marketing tools for cold calls, in-person meetings, and presentations
Acts as a subject matter expert in a designated area of specialization
Collaborates with Client Service for business analysis and account placement
Mentors less experienced Producers in the sales and production cycle
Maintains a book of business worth $500,000 in agency revenue annually
Follows company sales methodologies and best practices
Benefits
Medical, Dental, Vision insurance
Life Insurance and AD&D
Flexible Spending Account (FSA) / Health Savings Account (HSA)
Accident and Critical Illness coverage
Hospital Indemnity
Supplemental Health Insurance
Employee Assistance Program (EAP)
Pet Insurance
11 Paid Holidays
Flexible Paid Time Off (PTO)
401K plan
Full Job Description
Job Description
Duties and Responsibilities:
Meets established sales quotas on monthly, quarterly, and annual basis.
Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
Acts as subject matter expert to master chosen area of focus/specialization to ensure highest probability of long-term success. Continually manages a book of business to support high renewal rates.
Collaborates with Client Service to analyze renewal business and place new business accounts.
Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.
Qualifications
State-issued Property and Casualty or Life and Health Insurance Producer License.
4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
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.
