Commercial Insurance Sales - Client Advisor

Posted 21 Days Ago
Be an Early Applicant
Nashville, TN
80K-200K Annually
1-3 Years Experience
Insurance • Transportation
The Role
The Client Advisor is responsible for prospecting and closing new commercial clients, utilizing a range of insurance products and services. Key tasks include engaging in sales tactics, tracking activities in HubSpot, and providing comprehensive risk management solutions.
Summary Generated by Built In

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 200 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Position Overview

Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will be on prospecting / identifying, cultivating, and closing new commercial clients (small, medium, large) leveraging our unique niche (that we look forward to sharing with you.) While your focus is selling commercial lines risk solutions, you are also empowered to help with their personal lines insurance needs. In fact, World's investments in risk management solutions means that there is not one prospective client that you would not be able to help. You will never have to say "no -sorry, I am unable to help you!" Imagine the potential.

Primary Responsibilities

  • Identify / prospect and cultivate new business with a focus on commercial accounts
  • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
  • Track all sales activities in HubSpot: Must be a "HubSpot Evangelist" meaning - you understand the importance of leveraging HubSpot to its fullest potential and understand how it can lead to your success
  • Leverage World's incredible platform to bring risk management solutions to individuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. 

Qualifications

  • Previous sales experience selling solutions to business owners
  • Previous insurance experience can be helpful but is not required - some of our very best Client Advisors came from other industries
  • While a Bachelor’s degree or equivalent work experience is preferred, not having completed a Bachelor's degree does not stop some top sales people. If you love to sell and you are a proven producer who is comfortable pitching to diverse populations of business leaders, then lets talk - we want to hear from you.
  • While having your relevant Insurance licenses can definitely help (and will make your transition easier, as well as accelerate your success) we can still talk and devise a plan to get you licensed as quickly as possible.
  • The most important ingredients for success: If you are "humble and hungry" and enjoy the thrill of the hunt, then you will love this opportunity building and growing a new market for World in The Greater Nashville Metropolitan Region. The people we hire are going to enjoy an incredible run with us.

The "Nice to Haves"

  • It would be great if you have used Insurance Agency Management software platforms like AMS360 and Epic as well as sales CRM experience (we use HubSpot).
  • Experience building and delivering "Client Pitch Decks" / presentations.


Pay Transparency
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits including a 401k match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000 based on your experience. 
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

The Company
Topeka, Kansas
837 Employees
On-site Workplace

What We Do

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.

We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions.

Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing.

Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges.

This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business

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