What are the responsibilities and job description for the Commercial Sales Advisor position at Farmers Union Agency?
We are in search of a Commercial Lines Sales Advisor who will drive new business and manage a portfolio of commercial insurance clients. This role focuses on identifying client needs, delivering tailored insurance solutions, and building long-term relationships to support retention and growth. The ideal candidate is self-motivated, sales-driven, and brings a proven history of success building strong relationships in business-to-business (B2B) sales environments or commercial insurance sales.
Responsibilities
• Generate new business through prospecting, referrals, networking, and lead tools
• Assess risk and recommend appropriate commercial insurance coverage
• Prepare and present quotes and proposals
• Manage and grow a client portfolio through retention and cross-selling
• Build strong relationships with insurance carriers
• Meet or exceed sales goals and performance metrics
• Collaborate with internal teams to ensure smooth onboarding and service
• Maintain accurate CRM records and ensure compliance
Qualifications
• High school diploma required; bachelor’s degree preferred
• Valid commercial P&C license (or ability to obtain)
• 3 years of B2B sales experience or commercial insurance sales
• Knowledge of commercial insurance products is preferred but not required
• Proven sales success and strong communication skills
• Organized, self-motivated, and proficient in CRM and Microsoft Office
What We Offer
• Competitive compensation
• Financial support, incentives, events, and other agent benefits
• Access to business advisors to assist in building and growing your agency
• Ongoing marketing and training support, industry expertise, and access to carriers.
• Supportive, collaborative work environment
• Opportunities for growth, training, and leadership in shaping agency operations.