Drive recent business as a licensed Commercial Insurance Broker at Advocis Broker Services. Utilize your expertise in E&O; and professional liability insurance to serve financial advisors effectively.
As a vital member of the Advocis team, you will focus on generating and winning new clients. Your role involves identifying prospective financial advisors, understanding their insurance needs, and providing tailored insurance solutions. This hands-on position requires full involvement in the sales process, from prospecting to placements.
Key Responsibilities:
• Generate new business through outreach and industry connections
• Meet clients to assess their insurance requirements
• Recommend appropriate coverage options and present proposals
• Maintain accurate records of sales activities and pipelines
• Collaborate with colleagues to grow existing client accounts
Requirements:
• Active RIBO license in good standing
• Proven commercial insurance brokerage experience
• Knowledge of E&O; and professional liability insurance
• Strong relationship-building and negotiation skills
• Ability to document client interactions accurately
Become a key player in expanding Advocis Broker Services and supporting financial advisors with customized insurance solutions.
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