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 in Brazilian 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

  • Meet monthly, quarterly, and annual sales quotas.
  • Utilize sales and marketing tools to conduct cold calls, in-person appointments, and presentations.
  • Act as a subject matter expert to ensure long-term success.
  • Manage a book of business to maintain high renewal rates.
  • Collaborate with client service to analyze renewals and place new accounts.
  • Follow Trucordia sales methodologies and utilize sales management platform.

Benefits

  • Medical, Dental, Vision insurance offerings.
  • Life and AD&D insurance coverage.
  • Flexible Spending Account (FSA) / Health Savings Account (HSA).
  • Commuter and Child Care FSA available.
  • Cancer Support Benefits provided.
  • Pet Insurance included for employees.
  • Accident and Critical Illness coverage.
  • Hospital indemnity benefits offered.
  • Employee Assistance Program (EAP) for support.
  • 11 Paid Holidays per year.
  • Flexible Paid Time Off (PTO).
  • 401K retirement plan options.
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 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.

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