State-issued Property and Casualty or Life and Health Insurance Producer License required.
4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area.
2-5 years experience in an insurance sales role is needed.
Proficiency in Microsoft Suite and Salesforce is a must.
Strong analytical and communication skills required.
Bi-lingual in English and Spanish or Portuguese is highly preferred.
Responsibilities
Meet established sales quotas monthly, quarterly, and annually.
Utilize Trucordia sales and marketing tools for cold calls and prospect presentations.
Act as a subject matter expert to ensure long-term success in the chosen area.
Manage a book of business to maintain high renewal rates.
Collaborate with Client Service to analyze renewals and place new accounts.
Follow Trucordia's sales methodologies and best practices.
Benefits
Medical, Dental, Vision coverage.
Life Insurance and AD&D policies.
Flexible Spending Account (FSA) and Health Savings Account (HSA).
Accident, Critical Illness, and Hospital Indemnity insurance options.
Supplemental Health Insurance available.
Employee Assistance Program (EAP).
Pet Insurance offered.
11 Paid Holidays each year.
Flexible Paid Time Off (PTO).
401K retirement plan.
Full Job Description
Job Description
Reports To: VP of Sales/Market Leader
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 for 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.
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.
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.
Bi-lingual in English and Spanish or Portuguese (Highly Preferred)
Additional Information
Please see our company 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
The draw/salary range for this position is $50,000-$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.
This role includes commission-based earnings tied to production results.
