State-issued Property and Casualty or Life and Health Insurance Producer License required.
Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or related field.
At least 5 years of experience in an insurance sales role.
Proficient in Microsoft Suite and Salesforce.
Strong analytical skills with effective communication abilities.
Responsibilities
Meet and exceed established sales quotas monthly, quarterly, and annually.
Utilize Trucordia sales tools for cold calls, appointments, and presentations to secure new clients.
Act as a subject matter expert in specialized areas to ensure long-term client success.
Manage a book of business to support renewal rates effectively.
Collaborate with Client Service to analyze renewals and onboard new accounts.
Mentor junior sales Producers through the sales and production cycle.
Adhere to Trucordia methodologies and use related tools for sales management.
Benefits
Medical, Dental, and Vision coverage.
Life Insurance and Accidental Death & Dismemberment (AD&D).
Flexible Spending Account (FSA) / Health Savings Account (HSA).
Accident and Critical Illness Insurance.
Hospital Indemnity Insurance.
Supplemental Health Insurance options.
Employee Assistance Program (EAP).
Pet Insurance available.
11 Paid Holidays annually.
Flexible Paid Time Off (PTO).
401K retirement plan options.
Full Job Description
Job Description
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/specialization to ensure 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.
Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
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.
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.
