Trucordia
Insurance
PersonalRiskAdvisor
“Personal Risk Advisor at Trucordia. Skills: Sales, Client relationships, Revenue generation. Meet established sales quotas. Utilize Trucordia sales and marketing tools”
What You'll Achieve.
Meet monthly sales quotas; Meet quarterly sales quotas; Meet annual sales quotas; Support high renewal rates; Grow book revenue
Industry & Context.
Analytics
What They're Looking For.
Must Have
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
What You'll Do.
Meet established sales quotas
Utilize Trucordia sales and marketing tools
Conduct in-person appointments
Deliver prospect presentations
Act as subject matter expert
Master chosen area of focus
Continually manage a book of business
Support high renewal rates
Collaborate with Client Service
Analyze renewal business
Place new business accounts
Follow Trucordia sales methodologies
Follow best practices
How You'll Work.
Team & Collaboration
Collaborate with Client Service
Communication Scope
Prospect presentations
Applying for this Personal Risk Advisor role?
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ANONYMOUS · UNFILTERED
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