| Position Title: | New Business Advisor | Department: | Sales |
| FLSA Status: | Exempt | Reports To: | Sales Manager |
| Work Schedule: | 8:30 a.m. – 5:30 p.m. Monday – Friday 2 client-facing events/month | Location: | Dallas, Hybrid |
Job Summary:
The New Business Advisor plays a key role in generating new business revenue by prospecting new clients, analyzing carrier options, and providing custom solutions tailored to each client’s insurance needs.
Supervisory Responsibilities:
- None
Key Responsibilities:
- Identify clients’ needs and advise the best options for each client across a variety of carriers.
- Identify and capitalize on opportunities for upselling and cross-selling insurance products.
- Achieve monthly sales goals by actively prospecting for new business opportunities.
- Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through.
- Attend two client-facing events per month.
Required Skills & Qualifications
- 2+ years of sales experience within the Property & Casualty Insurance industry.
- Self-starter mentality driven to achieve goals and deliver measurable results.
- Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
- Proactive mindset with exceptional analytical and problem-solving abilities.
- Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
- Ability to adapt and learn new web-based software programs.
- Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.
- Active Property & Casualty license
- High school diploma or GED
Physical Demands
- Regularly operates a computer and other office productivity machinery, such as a headset, and printer.
- Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Must be able to remain in a stationary position for prolonged periods of time.
- Occasionally attend client-facing events outdoors.
Benefits
- 401(k) with Company Match
- Continuing Education Program
- Dental Insurance
- Disability & Life Insurance
- Employee Assistance Program
- Health Insurance
- Identity Theft Protection
- Legal Insurance
- Paid Time Off
- Parental Leave
- Professional Development Assistance
- Referral Program
- Telehealth and Teletherapy
- Vision Insurance
- Volunteer Time Off