What are the responsibilities and job description for the Business Insurance Strategic Advisor position at Schwartz Insurance Group?
Business Insurance Sales Advisor
Base Salary Uncapped Commission Renewal Income
Schwartz Insurance Group is looking for a relationship-driven sales professional to join our team as a Business Insurance Sales Advisor.
This is a B2B sales position in the commercial insurance industry.
Your primary responsibility will be generating new business by prospecting companies, building relationships with business owners and decision-makers, securing meetings, identifying insurance and risk-management opportunities, presenting solutions, and closing new clients.
You will be expected to actively build your own pipeline through prospecting, networking, referrals, community involvement, Centers of Influence, and direct outreach.
Prior insurance experience is not required.
If you have been successful in B2B sales, business development, banking, payroll, staffing, telecommunications, real estate, medical sales, or another relationship-driven industry, your skills may translate extremely well into insurance.
We will teach you the insurance side.
You bring the drive, business acumen, confidence, and ability to build relationships.
Who We Are
Schwartz Insurance Group is an established independent insurance agency that has served businesses and families throughout Kentucky for more than 70 years.
We help businesses protect what they have built through commercial insurance, employee benefits, risk management, and strategic insurance guidance.
As an independent agency, we work with multiple insurance carriers rather than representing only one company. That gives our advisors the ability to evaluate different solutions and help clients find coverage that fits their specific business.
Our producers are also supported by experienced internal service teams, allowing them to remain focused on what they do best:
Building relationships and growing their book of business.
What You'll Actually Do
Your role is to create new business opportunities and turn relationships into long-term clients.
You will:
- Prospect businesses throughout Louisville and surrounding markets to generate new commercial insurance opportunities
- Build and actively manage your own sales pipeline
- Conduct outbound calls, emails, networking, referrals, and other prospecting activities
- Secure appointments with business owners, executives, CFOs, HR leaders, and other decision-makers
- Attend networking events and become active within the local business community
- Build Centers of Influence with CPAs, bankers, attorneys, commercial lenders, payroll providers, HR professionals, real estate professionals, and other business advisors
- Conduct discovery meetings to understand a company's operations, insurance program, risks, challenges, and future goals
- Identify gaps, exposures, and opportunities within a prospect's current insurance strategy
- Collaborate with our internal insurance and account teams to develop recommendations
- Present insurance and risk-management solutions to prospective clients
- Follow up consistently throughout the sales process
- Ask for and close new business
- Meet established sales activity and new-business production goals
- Develop referral relationships with clients and professional partners
- Build a book of business that generates recurring renewal income over time
Who Excels in This Role
This opportunity may be a strong fit if you have experience in:
- B2B Sales
- Business Development
- Payroll Sales
- Staffing and Recruiting
- Telecommunications
- Banking
- Commercial Lending
- Medical Sales
- Real Estate
- Professional Services
- Consulting
- Account Management with new-business responsibilities
- Entrepreneurship
What We're Looking For
We are looking for someone who:
- Enjoys meeting new people and building professional relationships
- Is comfortable prospecting and initiating conversations with people they do not already know
- Can confidently speak with business owners and executives
- Understands that successful salespeople create opportunities rather than wait for them
- Is organized and able to manage a pipeline and follow-up process
- Is coachable and interested in continuously improving
- Has strong communication and presentation skills
- Can work independently while remaining accountable to activity and production expectations
- Is comfortable attending networking and community events
- Thinks long term and understands the value of building a book of business
- Wants a career where performance can significantly increase earning potential
Why Insurance?
Most sales careers require you to start over every month, quarter, or year.
Insurance is different.
When you bring a new client into the agency, that client may renew year after year.
That means you aren't simply earning income from what you sell today.
You are building a book of business.
As that book grows, your earning potential can grow with it through:
- New business commission
- Renewal income
- Client retention
- Referrals
- Account growth
- New relationships
The work you do today can continue generating income for years to come.
Income Potential
This position includes a competitive base salary plus uncapped commission and long-term renewal income.
Estimated Total Compensation:
Average Performer
Year 1: $65,000 - $85,000
Year 2: $100,000 - $150,000
Year 3 : $150,000
Top Performer
Year 1: $85,000 - $105,000
Year 2: $150,000 - $250,000
Year 3 : $250,000
Individual results will vary based on production, sales performance, client retention, and the book of business developed.
What We Provide
You will have the independence to build your business without having to build everything around it yourself.
Schwartz Insurance Group provides:
- Competitive Base salary
- Uncapped commission opportunity
- Recurring renewal income opportunity
- Paid insurance licensing education
- Comprehensive onboarding and insurance training
- Ongoing sales coaching and mentorship
- Established agency brand and reputation
- Access to multiple highly rated insurance carriers
- Dedicated account management and service support
- Internal assistance with insurance placement and servicing
- CRM and sales technology
- Prospecting and sales tools
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Profit sharing
- Paid time off
- Parental leave
- Flexible/hybrid work environment
Pay: $48,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Work Location: Hybrid remote in Louisville, KY 40220
Salary : $48,000 - $150,000