Insurance Producer (Sales)

Trucordia

$50K — $250K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty License required.
  • Willingness to travel up to 70% of the time.
  • Bilingual (Portuguese or Spanish and English) preferred.
  • Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing or related field.
  • 2-5 years of experience in an insurance sales role.
  • Proficient in Microsoft Suite and Salesforce.
  • Strong analytical and communication skills.

Responsibilities

  • Meets sales quotas consistently on a monthly, quarterly, and annual basis.
  • Executes sales activities including cold calls and client presentations to close new business.
  • Acts as a subject matter expert in a chosen focus area to ensure long-term success.
  • Manages a book of business to maintain high renewal rates.
  • Collaborates with Client Service to analyze and place both renewal and new business.
  • Adheres to Trucordia's sales methodologies and utilizes sales management tools.

Benefits

  • Medical, Dental, Vision coverage.
  • Life and AD&D insurance.
  • Flexible Spending Account (FSA) / Health Savings Account (HSA).
  • Commuter and Child Care FSA options.
  • Cancer Support Benefits available.
  • Pet Insurance offered.
  • Accident and Critical Illness coverage.
  • Hospital Indemnity insurance.
  • Employee Assistance Program (EAP) access.
  • 11 Paid Holidays each year.
  • Flexible Paid Time Off (PTO) policies.
  • 401K retirement plan.
Full Job Description
Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values
  1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
  2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
  3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
  4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
  5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.

Breezy Seguros, a Trucorida Office is a technology-driven insurance agency committed to empowering the Latinx entrepreneurial community across the United States. Since our founding in 2017, we have set ourselves apart by delivering seamless onboarding, exceptional service, and efficient processes in three languages-English, Spanish, and Portuguese. Our tri-lingual team provides clear and reliable insurance education tailored to each client's needs, ensuring access to the right coverage with transparency and trust.

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 tolls and sales management platform.


Qualifications
  • State-issued Property and Casualty License.
  • Travel up to 70% of the time.
  • Bilingual: Brazilian Portuguese or Spanish and English (Highly preferred)
  • 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.


Additional Information

Please see our company Benefits:
  • Medical, Dental, Vision
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Compensation: 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.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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