Private Client Advisor

Job overview

The Private Client Advisor role is onsite in Ocean City, MD; compensation is not specified. The advisor reports to the VP of Sales/Market Leader at Trucordia, an insurance brokerage serving clients and communities across the country. The role develops new insurance business and supports client renewals by prospecting, presenting solutions, managing a book of business, and coordinating with Client Service. It contributes to sales goals and sustained client relationships.

What you'll do

• Meet monthly, quarterly, and annual sales quotas
• use sales and marketing tools for cold calls, in-person appointments, and prospect presentations
• develop expertise in a chosen focus area
• manage a book of business to support renewals
• collaborate with Client Service on renewals and new accounts
• follow sales methodologies and use the sales management platform.

What we're looking for

Skills & competencies

private client advisor

insurance sales

client relationships

prospecting

sales quotas

book of business

renewals

client service collaboration

salesforce

ocean city md

trucordia

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life and AD&D insurance
• FSA/HSA
• accident, critical illness, hospital indemnity and supplemental health insurance
• EAP
• pet insurance
• 11 paid holidays
• flexible PTO
• 401(k).

Why this role

Requires a state-issued Property and Casualty or Life and Health Insurance Producer License, a four-year degree in a related field, and 2–5 years of insurance sales experience.

About the employer

Trucordia is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.