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The role involves generating new business, managing client renewals, and providing ongoing service as a licensed 215 agent, focusing on ACA and Medicare segments.

The Private Client Advisor is responsible for achieving sales quotas, managing a book of business, and utilizing sales tools to close new accounts while collaborating with team members to analyze renewals.

Sell insurance by meeting monthly, quarterly, and annual quotas through cold calls, appointments and presentations. Manage a book of business, analyze renewals, place new accounts, collaborate with Client Service, and follow Trucordia sales methodologies and tools.

The Private Client Advisor is responsible for achieving sales targets, managing a book of business, and utilizing sales tools for prospect engagement.

Sell commercial insurance by meeting monthly, quarterly, and annual quotas through cold calls, in-person appointments, and presentations. Specialize in a chosen focus area, manage and renew a client book (target $500K agency revenue), collaborate with Client Service for placements, mentor junior producers, and use Trucordia sales tools and methodologies to drive new and renewal business.

Sell commercial insurance by meeting sales quotas through cold calls, appointments, and presentations. Manage a book of business, drive renewals, collaborate with Client Service to place new and renewal accounts, and use Trucordia sales tools and methodologies.

Drive new commercial insurance sales to meet monthly, quarterly, and annual quotas through cold calls, in-person appointments, and presentations. Manage and renew a book of business, collaborate with Client Service to place and analyze accounts, and apply Trucordia sales methodologies and tools to close business.

Sell property & casualty and life/health insurance by meeting monthly/quarterly/annual quotas, prospecting and conducting outreach, setting appointments, consulting clients on risk management and insurance solutions, and using company sales methodologies and tools (including CRM).

Sell commercial property and casualty insurance by prospecting, closing new business, and managing renewals. Use Trucordia sales tools and methodologies, collaborate with client service to place accounts, meet sales quotas, and maintain a book of business to drive retention and growth.

Sell commercial insurance by meeting sales quotas through cold calls, in-person appointments, and presentations. Manage a book of business to drive renewals, collaborate with Client Service to place new and renewal accounts, and use Salesforce and company sales tools and methodologies.