World Insurance Associates - Anderson, SC

posted about 2 months ago

Full-time - Entry Level
Anderson, SC
1,001-5,000 employees
Insurance Carriers and Related Activities

About the position

The Client Advisor position at World Insurance Associates focuses on providing risk management solutions to businesses and individuals. The role emphasizes prospecting, identifying, cultivating, and closing new commercial clients while also addressing personal lines insurance needs. Client Advisors leverage the company's resources and support to assist clients effectively, ensuring they can meet a wide range of insurance challenges without limitations.

Responsibilities

  • Identify and prospect new business with a focus on commercial accounts.
  • Engage in sales and marketing tactics to move prospects through the sales funnel to closing.
  • Track all sales activities in HubSpot, utilizing it to its fullest potential for success.
  • Leverage World Insurance's platform to provide risk management solutions to individuals and business owners.

Requirements

  • Previous sales experience selling solutions to business owners.
  • Previous insurance experience is helpful but not required.
  • A Bachelor's degree or equivalent work experience is preferred, but not mandatory.
  • Relevant insurance licenses are beneficial, with a plan to get licensed if not already.

Nice-to-haves

  • Experience with Insurance Agency Management software platforms like AMS360 and Epic.
  • Sales CRM experience, particularly with HubSpot.
  • Experience in building and delivering Client Pitch Decks or presentations.

Benefits

  • Base salary plus commissions based on performance.
  • Full suite of employee benefits including a 401k match that is immediately fully vested.
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