Advisor, Innovation – Small Business

Posted 6ds ago

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Job Description

Advisor responsible for selling and renewing accounts while maintaining client relationships in the insurance sector.

Responsibilities:

  • Sells new accounts and renews existing accounts in keeping with firm goals
  • Builds and maintains relationships with clients and prospects
  • Develops prospects by engaging in networking events
  • Positively represents the firm in the community
  • Is expected to meet monthly new business goals

Requirements:

  • Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint
  • Self-starter with the ability to influence others through effective verbal and written presentation skills

Benefits:

  • Maintains all licenses as required by the State Department of Insurance
  • Fast paced, multi-tasking environment
  • Travel is required