Trucordia

Insurance Sales Advisor - Commercial Lines

Remote remote Mid $65,000 - $110,000
remote Mid level Technology & IT Salary listed Curated
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About the role

Duties and Responsibilities:

Production of new commercial lines insurance rveenue,

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 tolls and sales management platform.

Builds pipeline in Salesforce.

State-issued Property and Casualty Insurance Producer License.

4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.

2-5 years in an insurance sales role

Proficiency with professional programs such as Microsoft Suite and Salesforce.

Demonstrated skills in analytics and internal/external communication.

Please see our company Benefits:

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Accident

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

The total compensation range for this position is $65,000–$110,000, depending on factors such as geographic location, years of insurance sales experience, and demonstrated ability to grow book revenue.
This role includes a two-year tiered-down non-recoverable draw and commission-based earnings tied to production results.
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.

We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?

We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.

We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Data Analysis Human Resources Sales Insurance Advisor Mid level

Likely questions

  1. Tell us about work you have done that is close to the Insurance Sales Advisor - Commercial Lines role.
  2. How would you approach your first 30 days at Trucordia?
  3. Which of Data Analysis, Human Resources and Sales have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Data Analysis, Human Resources and Sales.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Insurance Sales Advisor - Commercial Lines role because I can bring practical experience in Data Analysis, Human Resources and Sales, learn the team quickly, and contribute to the outcomes Trucordia needs from this hire.

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