Insurance Sales Advisor - Commercial Lines

Trucordia

• $65K — $110K *
US-AnywhereRemote in Los Angeles, CA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty Insurance Producer License is required.
  • A 4-year degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field is essential.
  • 2-5 years of experience in an insurance sales role is necessary.
  • Proficiency in Microsoft Suite and Salesforce is crucial.
  • Strong analytical and communication skills are a must.

Responsibilities

  • Produce new revenue from commercial lines insurance.
  • Meet established sales quotas on a monthly, quarterly, and annual basis.
  • Utilize Trucordia sales tools for cold calling and prospect presentations.
  • Serve as a subject matter expert for a focused area to drive long-term success.
  • Manage a book of business to sustain high renewal rates.
  • Collaborate with Client Service to analyze and place renewal business.
  • Build and manage a pipeline in Salesforce.

Benefits

  • Medical, Dental, and Vision insurance offered.
  • Life Insurance and Accidental Death & Dismemberment (AD&D) coverage provided.
  • Flexible Spending Account (FSA) / Health Savings Account (HSA) options available.
  • Accident, Critical Illness, and Hospital Indemnity insurance offered.
  • Supplemental Health Insurance coverage provided.
  • Employee Assistance Program (EAP) included.
  • Pet Insurance available as an added benefit.
  • 11 paid holidays recognized by the company.
  • Flexible Paid Time Off (PTO) policy.
  • 401K retirement plan available.
Full Job Description
Job Description

Duties and Responsibilities:
  • Production of new commercial lines insurance rveenue,
  • 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.
  • Builds pipeline in Salesforce.


Qualifications
  • State-issued Property and Casualty 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.


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 total compensation range for this position is $65,000-$110,000, depending on factors such as geographic location, years of insurance sales experience, and demonstrated ability to grow book revenue.

This role includes a two-year tiered-down non-recoverable draw and commission-based earnings tied to production results.

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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