State-issued Property and Casualty License required
Up to 70% travel expected
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 insurance sales
Proficient in Microsoft Suite and Salesforce
Strong analytical and communication skills
Responsibilities
Meet established sales quotas monthly, quarterly, and annually
Utilize sales and marketing tools for cold calls, in-person appointments, and prospect presentations
Act as a subject matter expert in chosen area to ensure long-term success
Manage a book of business to maintain high renewal rates
Collaborate with Client Service to analyze and place renewal and new business accounts
Follow sales methodologies and best practices using Trucordia tools
Benefits
Medical, Dental, Vision coverage
Life and AD&D insurance
Flexible Spending Accounts (FSA) / Health Savings Accounts (HSA)
Commuter and Child Care FSA options
Cancer Support Benefits
Pet Insurance available
Accident and Critical Illness coverage
Hospital indemnity insurance
Employee Assistance Program (EAP)
11 Paid Holidays
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 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.
