Private Client Advisor

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. 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.