Community Business Advisor

When you join us, you can expect:

• Competitive compensation
• Attractive commission structure
• Work-life balance and employee well-being
• A supportive, diverse, people-first culture and mindset
• A voice at the table to create constructive change and work on purposeful products
• Time dedicated to professional development

You're driven by success and have a principled approach to work. For you, success is more than meeting sales targets. It's about building trust and having your client's and community's best interest in mind. In this role, you'll help identify and pursue business opportunities with strategic targets and cultivate relationships with inbound and outbound prospects. With a hands‑on approach across the full sales lifecycle, you'll help clients across various sectors scale their business with our world‑class services and solutions.

• Own the entire business development life cycle process from acquisition and onboarding to retention and renewal.
• Provide strategic guidance, exposure analysis, and obtain underwriting information for new and renewal clients to comply with legal requirements.
• Drive revenue and growth for the agency;
  Identify and pursue business opportunities with prospects.
• Build strong relationships with clients and provide consultation on their individual challenges.
• Coordinate with service representative to ensure a first‑class experience from start to finish.
• Build and maintain professional relationships with clients, insurance companies, and teammates.
• Engage in networking opportunities by attending industry events, getting involved in the local community, and asking for referrals from current customers.
• Present proposals clearly and effectively so that clients are able to understand their coverage details.
• Identify opportunities to cross‑sell additional lines of insurance where appropriate and applicable.
• Prospect for new business from existing clients and identified target groups.
• Promote agency and insurance industry in the community.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.

• Strong knowledge of industry regulations, trends and technology
• Growth mindset, positive attitude, and client‑centric work ethic
• Thrives on autonomy and in a high‑volume environment
• Proven track record in identifying prospects through demand generation channels and cold calling
• Strong verbal and written communications skills
• Highly organized and strong time management skills
• Unshakeable demeanor and ability to "get past no"
• Ability to network at all levels and influence decision making