Insurance Advisor, Pl

The Baldwin Group

Charlotte, NC, US
Base: $41,600; bonus/equity: monthly commission; b...
On-site
Handle inbound and outbound calls
Consult with customers
Assess customer needs
This role is all about connecting with people, understanding their needs, and helping them find the right coverage

Job Summary

  • This role is all about connecting with people, understanding their needs, and helping them find the right coverage.
  • As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price.
  • We’ve got you covered! We’ll pay for your 40-hour online Property & Casualty course, and you’ll be compensated for your time studying.

Matching Summary

This role is all about connecting with people, understanding their needs, and helping them find the right coverage.

Salary

Base: $41,600; Bonus/Equity: monthly commission; Benefits: Not specified

Skills & Requirements

Must-have

  • Handle inbound and outbound calls
  • Consult with customers
  • Assess customer needs
  • Close sales
  • Maintain accuracy and timeliness
  • Strong communication skills

Nice-to-have

  • Outgoing and energetic personality
  • Persuasive and goal-oriented
  • Self-motivated and time management skills
  • Resilient and able to handle rejection
  • Familiar with sales process
  • Tech-savvy

Key Requirements

  • Licensed Insurance Agents
  • Property & Casualty license
  • Microsoft Office and CRM/Salesforce experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter