Personal Risk Advisor - High Net Worth

Trucordia

$50K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty or Life and Health Insurance Producer License required.
  • 4-year degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field.
  • 2-5 years of experience in an insurance sales role.
  • Proficient in Microsoft Suite and Salesforce.
  • Strong analytical skills and effective communication abilities.

Responsibilities

  • Achieve sales quotas on a monthly, quarterly, and annual basis.
  • Utilize sales and marketing tools for activities including cold calls and presentations.
  • Serve 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 and renew business accounts.
  • Adhere to sales methodologies and best practices using company tools.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Life Insurance and Accidental Death & Dismemberment (AD&D).
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • Supplemental benefits including Accident, Critical Illness, and Hospital Indemnity insurance.
  • Employee Assistance Program (EAP) for personal support.
  • Pet Insurance available for furry family members.
  • Generous leave with 11 paid holidays and flexible 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 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.


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-$200,000+, 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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