Meet established sales quotas on a monthly, quarterly, and annual basis.
Utilize Trucordia sales and marketing tools to execute cold calls, appointments, and presentations to close new business.
Manage a book of business to support high renewal rates and collaborate with Client Service.
Trucordia is an insurance brokerage built on successful community businesses across the U.S., offering a combination of people, tools, and solutions. With more than 5,000 team members across 200 offices, the company celebrates individual and collective successes and fosters a caring, collaborative culture.
Meet established sales quotas on monthly, quarterly, and annual basis.
Utilize sales and marketing tools for cold calls, in-person appointments, and prospect presentations.
Manage a book of business to support high renewal rates and collaborate with Client Service.
Trucordia is an insurance brokerage built on successful businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, they celebrate individual and collective accomplishments, focusing on client and community impact.
Engage prospective customers through inbound and outbound channels to educate them on annuity products and purchasing requirements.
Conduct thorough discovery conversations to understand customers' financial needs and recommend appropriate annuity solutions.
Manage an active customer pipeline using CRM tools, providing timely follow-up and identifying friction points to improve the experience.
The company assists customers in selecting annuity products for long-term financial security. It operates in a fast-paced, remote environment with a focus on high performance and continuous improvement.