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Foundation Risk Partners

Posted 31 months ago

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Sales Advisor

Davidson, NCRemoteFull-time

AI Summary

Sales Advisor builds and maintains a pipeline of new business opportunities in the Building & Architectural vertical, partnering with account management to close deals and retain clients.

About this role

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Sales Advisor - Building & Architectural Vertical to their Nexus team.

The Insurance Sales Advisor is someone who actively develops and maintains a pipeline of new potential clients and continually sources referrals for new business opportunities. As a consultant to your clients you will analyze and develop comprehensive solutions to meet your clients’ goals. You will actively partner with Account Management to ensure the success of new business and retention of existing business.

Essential Functions

  1. Establish and build strong, integrity based relationships with decision makers.
  2. Identify new potential clients and develop strategies to convert them to clients
  3. Continually source referrals for developing additional contacts and new business opportunities
  4. Attend industry events to sources referrals and increase industry knowledge
  5. Attend training as needed to continue to develop selling/closing skills
  6. Meet or exceed set annual sales goals

Competencies and Qualifications

An ideal candidate will have:

  • Bachelor’s degree Business Administration, Communications etc.
  • 5 plus years of selling B2B or insurance solutions to C-suite executives
  • Knowledge of Commercial Lines coverage & terminology a plus
  • Ability to cold call to set appointments with potential clients
  • Ability to source referrals through industry related events
  • Excellent communication skills both verbal and written
  • Must be able to obtain Property & Casualty Insurance License in a timely manner
  • Proficient software skills - Microsoft Office Products, CRM systems

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Skills

Account ManagementB2b SalesCold CallingCommunication SkillsCRM SystemsC-suite ProspectingIndustry EventsInsurance TerminologyMicrosoft OfficePipeline DevelopmentPresentation And ClosingProperty & Casualty Insurance License (in Progress)Referral SourcingSales StrategySolicitation

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