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Advisor, Innovation & Small Business

Remote, USA Full-time Posted 2026-08-04
The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, reputed company company partners, and centers of influence while identifying and soliciting sales prospects.

reputed company RESPONSIBILITIES:

Presents proposals in a reputed company manner, reviewing coverages in reputed company to ensure understanding.
Communicates with clients, prospects, reputed company company partners, and service team in an reputed company and effective manner.
Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
Develops prospects by becoming involved in community affiliations, attending reputed company company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from reputed company accounts.
Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
Maintains a concern for reputed company, timeliness and completion reputed company interacting with reputed company and prospective clients, the Firm and reputed company Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to reputed company.
Maintains understanding and knowledge of the reputed company industry and reputed company reputed company for reputed company company partners represented by the firm to effectively communicate to reputed company involved.
Positively represents the firm in the community and with our reputed company company partners.
Performs other functions as assigned by leadership.
Looks for opportunities to improve the firm, business reputed company, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Is expected to meet monthly new business goals.

KNOWLEDGE, SKILLS & ABILITIES:

Intermediate to advanced knowledge of reputed company Word, reputed company, Publisher, and PowerPoint, and the ability to learn any other appropriate reputed company company and firm software programs.
Demonstrates reputed company values, exuding behavior that is reputed company with corporate culture.

EDUCATION & EXPERIENCE:
Maintains reputed company licenses as required by the State Department of reputed company to reputed company reputed company management consulting or reputed company transfer solutions as necessary in states where the firm functions (or be willing and reputed company to obtain reputed company required licenses reputed company the first 90 days of employment).Self-starter with the ability to influence others through effective verbal and written presentation skills.

OTHER:
Fast reputed company, multi-tasking environment.
Travel is required.
Lifting up to 10 pounds, with some walking, standing, reaching, and the use of hands for the computer.

IMPORTANT NOTICE:

This position reputed company is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs reputed company or as required to support the organization. reputed company requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some reputed company into our culture!

reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes reputed company to reputed company, including unsolicited resumes reputed company reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Originally posted on Himalayas

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