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Trucordia · 1 day ago

Personal Lines Producer

Pasadena, TX

Full-time

Onsite

Mid Level

Trucordia is a rapidly growing insurance brokerage that values collaboration and exceptional client experiences. The Personal Lines Producer is responsible for meeting sales quotas, conducting outreach to prospects, and providing client consultations regarding risk management solutions.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Meets established sales quotas on monthly, quarterly, and annual basis

Conducts initial outreach to sales leads/prospects

Sets phone and in-person appointments

Conducts client consultations regarding risk management and life and health solutions

Follows Trucordia sales methodologies and best practices including proper use of Trucordia tools and sales management platform

Qualification

PropertyCasualty LicenseLifeHealth LicenseSalesforceMicrosoft SuiteBusiness Management DegreeSales DegreeEntrepreneurship DegreeMarketing DegreeAnalytical SkillsCommunication Skills

Required

State-issued Property and Casualty or Life and Health Insurance Producer License. If not currently held, must obtain within 90 days of beginning employment

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

Proficiency with professional programs such as Microsoft Suite and Salesforce

Demonstrated skills in analytics and internal/external communication