What are the responsibilities and job description for the Commercial Risk Advisor position at Choice Financial Group?
Company Description:
Choice Insurance Agency is one of the fastest-growing companies in our industry as identified by Inc 5000. We believe that by “protecting people’s present, we secure their dreams.” We are seeking to hire a talented Account Representative to join our team. If you are a hard-working professional, who can prioritize several projects while remaining focused on accuracy and is looking to grow with our organization, this may be the opportunity you have been looking for.
Position Description:
Your primary role as a Commercial Risk Advisor, more commonly referred to as a producer, is to generate new clients and then maintain your clientele (your “book of business”). As a producer, you sell solutions from a broad portfolio of high-quality commercial property and casualty insurance carriers. You will build superb client relationships and become an expert consultant to medium-to-large business owners and C-level executives, offering trusted advice and risk advisory and insurance solutions that your business clients need to survive and thrive.
You will report to Kelley Carter Dale, President. You will be provided a proven sales process to follow, shortening the sales cycle and your learning curve. Experienced producers will be assigned and actively involved as your mentors, a huge asset for you to learn the profession and to build your clientele.
This is an expansion position. You will play a key role in Choice’s continued organic growth. Supported by hands-on leaders and the entire Choice team in a culture dedicated to team selling, you will build your own commercial property & casualty insurance clientele (“book of business”), with the possibility of being assigned some existing clients, and having the resources to provide your business clients a comprehensive range of other important financial and risk advisory and insurance services, including personal insurance and employee benefits insurance. You will become an expert risk advisor using Choice’s winning consultative sales process.
Primary Responsibilities & Essential Functions:
To be a strong fit for the Employee Benefits Advisor position, you have:
Choice Insurance Agency is one of the fastest-growing companies in our industry as identified by Inc 5000. We believe that by “protecting people’s present, we secure their dreams.” We are seeking to hire a talented Account Representative to join our team. If you are a hard-working professional, who can prioritize several projects while remaining focused on accuracy and is looking to grow with our organization, this may be the opportunity you have been looking for.
Position Description:
Your primary role as a Commercial Risk Advisor, more commonly referred to as a producer, is to generate new clients and then maintain your clientele (your “book of business”). As a producer, you sell solutions from a broad portfolio of high-quality commercial property and casualty insurance carriers. You will build superb client relationships and become an expert consultant to medium-to-large business owners and C-level executives, offering trusted advice and risk advisory and insurance solutions that your business clients need to survive and thrive.
You will report to Kelley Carter Dale, President. You will be provided a proven sales process to follow, shortening the sales cycle and your learning curve. Experienced producers will be assigned and actively involved as your mentors, a huge asset for you to learn the profession and to build your clientele.
This is an expansion position. You will play a key role in Choice’s continued organic growth. Supported by hands-on leaders and the entire Choice team in a culture dedicated to team selling, you will build your own commercial property & casualty insurance clientele (“book of business”), with the possibility of being assigned some existing clients, and having the resources to provide your business clients a comprehensive range of other important financial and risk advisory and insurance services, including personal insurance and employee benefits insurance. You will become an expert risk advisor using Choice’s winning consultative sales process.
Primary Responsibilities & Essential Functions:
- New business-to-business account development.
- Develop and qualify leads to drive sales opportunities through business networking, strategic relationships, cold calling, and other lead generation methods.
- Use Choice’s consultative sales process, present proposals to business owners and C-Level executives, and close new business accounts with the mentoring support of experienced colleagues.
To be a strong fit for the Employee Benefits Advisor position, you have:
- Proven “hunter” B2B outside sales skills using a consultative approach, ideally to human resources directors (however, no employee benefits insurance sales experience or prior employee benefits insurance knowledge are required).
- A business network and the ability and desire to build a business clientele.
- Easy access to Choice’s Virginia Beach, VA office (more critical for your success in the early years than after).
- Bachelor’s degree (preferred).
- Willingness and ability to obtain VA state insurance license pre-employment or within 30 days of hire (Choice will support you in obtaining).
- Employee Benefits (medical, dental, vision)
- 401(k) Retirement Plan *(After 60 Days)
- Employer-paid Group Life Insurance
- Paid Time off
- Paid Holidays
- Paid Bereavement
- Gym Membership Reimbursement
- Employee Referral Bonus