New Business Advisor

New Business Advisor

Job Summary

Seeking a motivated and sales-driven New Business Advisor to join a team. This role is focused on generating new business revenue through prospecting, lead follow-up, and relationship-building in a consultative sales environment. The ideal candidate will have a proven track record in Property & Casualty (P&C) insurance sales, a passion for networking, and a strong drive to succeed. This position offers hybrid flexibility after a comprehensive training period.

Compensation Package

• Base Salary: Competitive base with commission on new business premium (scales with production thresholds).
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Prospect and generate new business revenue through warm calling and networking.
• Analyze multiple carrier options and recommend the best-fit coverage for clients.
• Provide fast and consistent follow-up on warm leads.
• Identify upsell and cross-sell opportunities to maximize client value.
• Build and maintain a strong sales pipeline through networking and attending client-facing events (2 events per month).
• Deliver exceptional service to clients, fostering long-term relationships.

Primary Focus: Personal Lines clients, with a specialization in collector/exotic auto enthusiasts and high-net-worth households (target: $7K+ premium per account).

Qualifications/Requirements

Must-Haves:

• Active P&C license (general lines).
• Proven P&C insurance sales experience with a strong drive for results.
• Recent industry experience (post-COVID strongly preferred).
• Comfortable with warm outbound calling and networking.
• Stable tenure history.
• Local to Dallas, TX, with a sustainable commute to the office.

Nice-to-Haves:

• 2+ years of P&C sales experience.
• Experience with EZLynx software.
• Familiarity with high-value carriers such as Chubb or Pure.
• Interest in the collector/exotic auto niche.

Key Skills:

• Consultative selling approach.
• Strong communication and service orientation.
• Analytical thinking and attention to detail.
• Networking mindset with consistent follow-through.

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