High Net Worth Sales Advisor

4 days ago

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Relation Insurance Services

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Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions.

1001 - 5000 employees

Founded 2007

📋 Description

• Responsible for new insurance account production and sales activities within assigned accounts. • Conduct research in the market and develop a base of business. • Educate, promote and sell insurance services. • Maintain and service a profitable book of insurance business for existing clients. • Project a professional company image through all interactions with clients, insurance carriers, co-workers and others. • Collect premiums and past-due premiums from clients for purchases of new and upgraded coverage. • Participate in insurance marketing events, seminars, trade shows, telemarketing events and continuing education.

🎯 Requirements

• Property and Casualty Insurance License and/or Personal Lines Insurance License is required. • College degree in Sales, Marketing, Business or other relevant discipline preferred. • 3 to 5 years’ sales experience in the insurance industry is preferred. • Experience working with complex personal lines coverage. • Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). • Must be computer literate with the ability to learn new software applications. • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

🏖️ Benefits

• Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K, employee assistance programs, paid time off, paid holidays and more. • Career advancement and development opportunities. • Paid training and continuing education to obtain/maintain your insurance license.