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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