Trucordia
insurance brokerage
PrivateClientAdvisor
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“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.
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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