• 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.

• 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.

• Meet and exceed established sales quotas on a monthly, quarterly, and annual basis through consistent effort and strategic planning • Execute targeted sales activities including cold calls, in-person appointments, and prospect presentations to close new business and expand your client base • Develop and maintain a robust book of business, ensuring high renewal rates and long-term client satisfaction through proactive relationship management • Leverage industry-leading sales and marketing tools to identify prospects, track opportunities, and execute results-oriented campaigns • Collaborate effectively with Client Service teams to analyze renewal business, identify cross-sell opportunities, and seamlessly place new accounts • Serve as a subject matter expert in personal insurance products, staying current with industry trends and best practices to provide clients with tailored solutions • Mentor and support less experienced Producers, sharing sales methodologies and guiding them through the production cycle to foster team success • Maintain detailed records and analytics to monitor performance metrics, identify improvement opportunities, and optimize sales strategies • Follow established sales methodologies and best practices, utilizing company tools and sales management platforms to maximize efficiency and transparency

Role Description - 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, Entrepreneurship, Marketing or related area of study. - 2-5 years in an insurance sales role. - Proficiency with professional programs such as Microsoft Suite and Salesforce. - Demonstrated skills in analytics and internal/external communication. Requirements - Medical, Dental, Vision. - Life Insurance and AD&D. - FSA / HSA. - Accident. - Critical Illness. - Hospital Indemnity. - Supplemental Health Insurance. - EAP. - Pet Insurance. - 11 Paid Holidays. - Flexible PTO. - 401K. Benefits - The draw/salary range for this position is $50,000–$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue. - This role includes commission-based earnings tied to production results.