Base: $67,500 to $125,800; bonus/equity: performan...
On-site
Develop existing client relationships
Identify business insurance needs
Present capabilities to clients
This position prepares an associate to progress into the Client Executive Sales position, working under close supervision and with performance monitored for advancement
Job Summary
This position prepares an associate to progress into the Client Executive Sales position, working under close supervision and with performance monitored for advancement.
Responsibilities include developing client relationships, identifying insurance needs, presenting solutions, evaluating coverages, and coordinating client servicing.
The role requires a college degree, a valid Property & Casualty License in CA, proficiency with computers and Microsoft Office, and a strong work ethic.
Matching Summary
This position prepares an associate to progress into the Client Executive Sales position, working under close supervision and with performance monitored for advancement.
Salary
Base: $67,500 to $125,800; Bonus/Equity: Performance-based incentives may be eligible; Benefits: Health and welfare benefits, tuition assistance, 401K savings and other retirement programs, employee assistance programs
Skills & Requirements
Must-have
Develop existing client relationships
Identify business insurance needs
Present capabilities to clients
Evaluate client needs and coverages
Record sales information using Salesforce
Nice-to-have
Develop problem-solving skills
Work independently and as part of a team
Positive and approachable demeanor
Capacity to flourish in competitive environment
Key Requirements
College degree
Valid unrestricted Property & Casualty License in CA
Proficiency with personal computers and Microsoft Office