Retail Risk Advisor

Overview

At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent. Ours is a culture of empowerment that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution leads to rapid evolution.

We answer only to the small business owners we serve, and this independence allows us to stay focused on helping their businesses thrive by providing expert guidance and best-in-class insurance policies. We’re growing fast and want you to be a part of it!

We’re seeking a motivated and consultative Retail Risk Advisor to join our remote Insurance Canopy retail sales team. Reporting to the Director of Retail Revenue, this role is responsible for driving new business by converting marketing-generated leads into policyholders through client-focused, consultative sales efforts.

The Retail Risk Advisor works with small business clients to assess risk, recommend tailored insurance solutions, and deliver coverage that aligns with both client needs and Insurance Canopy’s product offerings. This role requires strong pipeline management, technical product knowledge, and close collaboration with underwriting, account management, and client service teams to deliver a seamless customer experience.

• Convert inbound, marketing-generated leads into active policyholders through consultative sales across Insurance Canopy’s digital platforms
• Prospect and qualify opportunities via phone, email, and virtual meetings, ensuring alignment with client needs, eligibility, and underwriting requirements
• Assess the unique risks and coverage needs of small business clients across various industries using consultative selling techniques
• Recommend customized insurance solutions, including bundled and complementary products, that deliver meaningful protection and value
• Identify and present cross-sell and upsell opportunities to support broader client coverage needs
• Respond promptly to inbound leads in accordance with standard operating procedures, maximizing engagement and conversion opportunities
• Build, manage, and grow a robust sales pipeline in Hub Spot, maintaining accurate and detailed records of lead status, interactions, and outcomes
• Track all sales activities, deal progress, and communications to ensure visibility, accountability, and effective forecasting
• Maintain up-to-date knowledge of Insurance Canopy products, carrier underwriting guidelines, and industry best practices
• Participate in carrier training, internal product training, and Learning & Development programs to ensure technical proficiency and compliance
• Prepare accurate insurance quotes that reflect prospect needs and product eligibility
• Finalize policy agreements, secure appropriate payment terms, and ensure seamless policy binding and activation
• Partner with Account Management to onboard new clients and ensure smooth handoffs post-sale
• Collaborate cross-functionally with underwriting, account management, and client service teams to accelerate deal closure and deliver a cohesive client experience
• Provide market feedback, competitive insights, and client input to support marketing strategy and product development
• Cultivate referrals from existing clients to supplement inbound lead flow and expand the sales pipeline
• Adhere to all licensing requirements, systems training, and standard operating procedures for lead management, CRM usage, and client engagement
• Required to perform other duties as requested, directed, or assigned

• Experience in consultative sales, preferably within insurance, financial services, or a related field
• Strong client-focused mindset with the ability to build trust, listen actively, and recommend appropriate solutions
• Familiarity with small business insurance products, including workers’ compensation, inland marine, and excess policies (or the ability to learn quickly)
• Proficiency using CRM platforms such as Hub Spot to manage pipelines, track interactions, and…