Sr Client Advisor

Duties 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.

• State-issued Property and Casualty Insurance Producer License.
• 5+ years in an insurance sales role
• Proficiency with professional programs such as Microsoft Sui...

Ready to Apply?

Submit your application today and join our talented team at Trucordia.