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Trucordia Insurance Services, LLC | ZipRecruiter
Private Client Advisor
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What they do
A Sales Advisor provides customers with information on company products or services, assists in selecting products, and completes sales orders. Handles customer phone calls and emails, or meets with customers in retail settings. Adds information to customer database.
$61,331 / year median in Delaware
-9% projected decline
Job Description
Private Client Advisor
Private Client Advisor
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 Values1. 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
- Full-time
Department Name:
SalesOffice Type:
HybridCompany DescriptionExtraordinary 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 Values1. 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. WeCELEBRATE
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.Job DescriptionReports To:
VP of Sales/Market LeaderDuties and Responsibilities:
- Meets established sales quotas on monthly, quarterly, and annual basis.
- Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
- Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
- Continually manages a book of business to support high renewal rates.
- Collaborates with Client Service to analyze renewal business and place new business accounts.
- Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform. Qualifications
- 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.
Benefits:
- Medical, Dental, Vision
- Life Insurance and AD&D
FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company.