Job Description

Client Advisor

Job Summary

Seeking a motivated and results-driven Client Advisor to join a team. As a Client Advisor, you will focus on acquiring new clients, maintaining strong relationships, and growing your book of business. You will work closely with a team of Client Advisors, Client Executives, and Client Managers to deliver exceptional service and tailored insurance solutions to medium and large-sized businesses.

Compensation Package

• Competitive Base Salary: Negotiable based on experience and financial needs, with a structured validation plan to grow your book of business.
• Uncapped Commissions and Residual Income: Earn ongoing commissions on annual client renewals, enabling substantial and sustainable income growth.
• Comprehensive Benefits Package: Includes employer-subsidized medical, dental, vision, disability, and life insurance, plus a 401(k) with employer contribution.
• Professional Development: Access to a structured Producer Development Program, continuous learning opportunities, and advancement potential.
• Earning Potential: Realistic opportunity to earn $400K or more once your book of business is well-established.

Responsibilities

• Develop new business-to-business accounts and drive consistent revenue growth.
• Identify, develop, and qualify leads through networking, strategic partnerships, LinkedIn Sales Navigator, cold calling, and other prospecting methods.
• Utilize a consultative sales approach to assess client needs, present tailored proposals, and close new business.
• Build and maintain strong relationships with business owners and C-suite executives, becoming a trusted advisor for their risk management and insurance needs.
• Collaborate with account management colleagues to ensure client retention and satisfaction.
• Leverage agency management systems, such as AMS360, to manage pipelines and submissions efficiently.

Qualifications/Requirements

• Licenses/Certifications: Active Pennsylvania Property & Casualty (P&C) license is required. Leading insurance designations are a plus.
• Experience: Proven success in B2B "hunter" sales, preferably in commercial lines production. Experience structuring and presenting complex insurance programs is highly desirable.
• Education: High school diploma required; associate or bachelor’s degree is a plus.
• Skills:
  • Strong written and oral communication skills.
  • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Familiarity with leading agency management systems (AMS360 preferred).
  • Exceptional organizational skills and attention to detail.
  • Ability to maintain highly confidential and sensitive information.
  • Strong closing and negotiation abilities.
  • A business network and a demonstrated ability to build a business clientele.
• Personal Attributes:
  • Integrity, strong work ethic, and a team-oriented mindset.
  • Alignment with the company’s core values: Humble, Hungry, and Smart.
  • Professional demeanor and appearance.

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