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Private Client Advisor

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Trucordia
πŸ“ Stone Harbor, United States
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Location Stone Harbor
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Posted May 31, 2026
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Commute Local Area
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Job Description

Job Description

Reports To: VP of Sales/Market Leader

Duties and Responsibilities:

  • 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 tools and sales management platform.

Qualifications

  • State-issued Property and Casualty or Life and Health Insurance Producer License.
  • 4-year Degree in Business Management, Sales, E...

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πŸ“ Location Details

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City
Stone Harbor
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Country
United States
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Commute
Local Area

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