High Net Worth Insurance Advisor - Personal Lines Trucordia
Overview
Trucordia seeks a High Net Worth Insurance Advisor specializing in Personal Lines to drive revenue and client relationships. The ideal candidate thrives in a dynamic environment where they can own accounts and exceed performance targets. This role offers a chance to shape a rapidly growing company while delivering exceptional client experiences.
What You'll Do11
- 1Meet sales quotas through cold calls and in-person outreach
- 2Execute prospect presentations using Trucordia sales tools
- 3Act as subject matter expert in personal lines
- 4Manage client book to ensure high renewal rates
- 5Collaborate with Client Service to develop new accounts
- 6Apply Trucordia sales methodologies and best practices
- 7Utilize Microsoft Suite and Salesforce proficiently
- 8Analyze renewal data to identify cross-selling opportunities
- 9Maintain accurate records within CRM systems
- 10Drive account growth through strategic relationship management
- 11Contribute to team knowledge sharing sessions
Requirements5
- 1State-issued Property and Casualty or Life and Health Insurance Producer License
- 24-year degree in Business Management Sales or related field
- 32-5 years insurance sales experience
- 4Proficiency with Microsoft Office and Salesforce
- 5Strong analytical skills and communication abilities
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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