3 Client Advisor Jobs in Rogers, AR
World Insurance Associates is Hiring a Client Advisor Near Rogers, AR
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
We offer the most unique, innovative, and attractive compensation plans for experienced producers in the industry today.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
- This position is responsible for growing our Commercial and Personal Lines Insurance business (with a focus on Commercial) throughout the region
- Identify, cultivate, solicit and close new business for the company focusing on offering risk management solutions to commercial clients
- Generate and continuously cultivate an ongoing list of prospects
- Utilize cold calls, prospecting emails, mail, professional associations, and networking to build a relationship with clients and prospects
- Identify opportunities for the cross-selling of other lines of insurance as well as other solutions offered by World (such as Human Capital, Payroll and Employee Benefits, etc.)
- Assess all forms of risk exposure, make recommendations, and create custom programs to eliminate gaps in coverage
- Identify opportunities to round out accounts for existing clients
- Maintain client relationships and drive retention of accounts through the renewal workflow / process
- Previous sales experience, experience working in an insurance brokerage or carrier a plus but not required
- Self-motivated, driven, personable and highly motivated to achieve success
- Good written and verbal communication and presentation skills
- Excellent time management, organization and follow-up skills - Maintain a sense of urgency and ability to work with and meet deadlines
- Consultative, positive and resourceful approach to dealing with prospects, clients and associates
- Excellent listening skills with strong customer focus - including the ability actively listen, and problem solve with minimal assistance
- Applied Epic or similar agency management software experience is a plus
- HubSpot and related sales tools a definite plus
- Able to work independently and enjoy a high degree of interaction with team members
- Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
- Attention to detail and commitment to a high level of accuracy
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
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Job Summary
Full Time
$49k-64k (estimate)
03/03/2024
07/18/2024
worldinsurance.com
Wolcott, NY
<25
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The job skills required for Client Advisor include Teamwork, Products and Services, Presentation, Time Management, Client Relationship, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
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Advisors do meeting with prospective new clients to earn the right to give them advice.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
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Providing excellent customer service and developed long-standing client relationships with repeat business.
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Step 3: View the best colleges and universities for Client Advisor.
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