Advisor (Producer) - Innovation - Remote

Overview

The Advisor generates new client relationships and maintains existing client relationships by identifying and capturing market opportunities to apply our insurance and risk management value proposition to support the clients’ needs and passions.

In Short

• Presents proposals in a professional manner.
• Finalizes sales and coordinates collection of deposits or premiums.
• Meets or exceeds monthly new business goals.
• Develops prospects through community engagement and networking.
• Maintains accuracy and timeliness in client interactions.
• Understands insurance industry and underwriting criteria.
• Identifies and solicits sales prospects.
• Positively represents the firm in the community.
• Looks for opportunities to improve business processes.
• Performs additional functions as assigned by leadership.

Requirements

• 3 to 5 years of relevant professional experience.
• State insurance license as required.
• Self-starter with effective verbal and written presentation skills.
• Moderate to advanced knowledge of Microsoft Word and Excel.
• Moderate to advanced knowledge of Salesforce.
• Ability to learn insurance company software systems.
• Demonstrates core values aligned with corporate culture.
• Ability to work in a fast-paced, multi-tasking environment.
• Willingness to travel as required.
• All requirements may be subject to reasonable accommodations.

Benefits

• Join a cohesive group of experts in business insurance.
• Work in a national firm with a vast network of specializations.
• Support clients at every step of their journey.
• Equal employment opportunity firm.
• Strives to comply with all laws prohibiting discrimination.