Trucordia

insurance brokerage

PrivateClientAdvisor

$85–135k ~AI est. Bethany Beach, Delaware, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for not-applicable candidates.

The Brief

“Private Client Advisor at Trucordia. Skills: Sales, Client relationship management, Revenue generation. Meet established sales quotas. Utilize Trucordia sales and marketing tools”

What You'll Achieve.

Meet established sales quotas on monthly, quarterly, and annual basis

Industry & Context.

insurance brokerage
Problems you'll solve

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

Manage a book of business

Support high renewal rates

Collaborate with Client Service

Analyze renewal business

Place new business accounts

Follow Trucordia sales methodologies

Use sales management platform

How You'll Work.

Team & Collaboration

Collaborate with Client Service

Communication Scope

Internal communication; External communication

Full Job Description

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values 1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. 2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Reports To: VP of Sales/Market Leader Duties and Responsibilities: * Meets established sales quotas on

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