Private Client Advisor
Employment type
Full-time
Work setting
On-site
Location
Bethany Beach, DE
Schedule
Day shift
Posted
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Job overview
The Private Client Advisor role is an onsite position based in Bethany Beach, DE. Compensation is not specified, and the role supports the insurance brokerage operations at Trucordia. This role exists to drive business growth by managing a book of business and securing new client accounts. The advisor acts as a subject matter expert to provide tailored insurance solutions and ensure high renewal rates through proactive client engagement.
What you'll do
- Meet sales quotas, execute cold calls and presentations, manage a book of business, collaborate with client services, and utilize sales platforms.
What we're looking for
- Skills & competencies
- full-timeday shiftbethany beach deinsurancesalesclient advisorproperty and casualtylife and healthonsitesales quotas
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, Dental, Vision, 401K, Flexible PTO, 11 Paid Holidays
Why this role
Ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
About the employer
Trucordia is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 41-3021.00
You'll be redirected to the employer's application page.
Listing ID: de618938-9bad-402a-9579-c3f840d453d5