Advisor – Personal Lines, Outside Sales

Responsibilities

• Generate new business while managing and renewing existing client accounts
• Meet with clients to understand their insurance needs and recommend customized coverage solutions
• Present insurance proposals clearly and professionally, ensuring clients understand their coverage options
• Close new business and collect all required applications and documentation
• Partner closely with the service team to ensure a seamless client experience after the sale
• Develop new business opportunities through networking, referrals, community involvement, and industry events
• Build strong relationships with insurance carrier partners and local centers of influence
• Stay current on insurance products, underwriting guidelines, and industry trends
• Maintain accurate client records and documentation while following agency procedures
• Consistently meet or exceed monthly new business goals
• Represent the agency professionally within the community and with carrier partners

• Active Property & Casualty Insurance License
• Previous insurance sales or consultative sales experience preferred
• Ability to travel locally for client meetings, networking events, and community involvement
• Strong sales, relationship-building, and communication skills
• Self-motivated with the ability to work independently and manage a pipeline
• Organized with exceptional attention to detail
• Professional verbal and written communication skills
• Comfortable using Microsoft Office and learning agency management systems
• Positive attitude and commitment to delivering outstanding customer service

• Property & Casualty Insurance License