Commercial Sales Advisor jobs in United States
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Farmers Union Agency · 1 week ago

Commercial Sales Advisor

Farmers Union Agency is seeking a Commercial Lines Sales Advisor who will drive new business and manage a portfolio of commercial insurance clients. The role focuses on identifying client needs, delivering tailored insurance solutions, and building long-term relationships to support retention and growth.

Auto InsuranceCommercial InsuranceInsuranceLife Insurance
Hiring Manager
Josh Vickerman CIC, LUTCF
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Responsibilities

Generate new business through prospecting, referrals, networking, and lead tools
Assess risk and recommend appropriate commercial insurance coverage
Prepare and present quotes and proposals
Manage and grow a client portfolio through retention and cross-selling
Build strong relationships with insurance carriers
Meet or exceed sales goals and performance metrics
Collaborate with internal teams to ensure smooth onboarding and service
Maintain accurate CRM records and ensure compliance

Qualification

Commercial P&C licenseB2B sales experienceCommercial insurance knowledgeCRM proficiencyOrganizedProficient in Microsoft OfficeCommunication skillsSelf-motivated

Required

High school diploma
Valid commercial P&C license (or ability to obtain)
3+ years of B2B sales experience or commercial insurance sales
Proven sales success and strong communication skills
Organized, self-motivated, and proficient in CRM and Microsoft Office

Preferred

bachelor's degree
Knowledge of commercial insurance products

Benefits

Health, dental, and vision insurance
401(k) with employer match
Paid time off and holidays
Supportive, collaborative work environment
Opportunities for growth, training, and leadership in shaping agency operations

Company

Farmers Union Agency

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Farmers Union Agency is an insurance agency that provides personal and business insurance services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase