Trucordia
insurance brokerage
PrivateClientAdvisor
“Private Client Advisor at Trucordia. Skills: Sales, Client acquisition, Business management. 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; Achieve high renewal rates
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 Trucordia sales tools
Use sales management platform
How You'll Work.
Team & Collaboration
Collaborate with Client Service
Communication Scope
Prospect presentations; Internal communication; External communication
Applying for this Private Client Advisor role?
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