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About the Role

The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while earning the opportunity to serve as their trusted insurance advisor.

Responsibilities

• Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting.
• Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients.
• Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews.
• Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients.
• Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients.
• Develop and implement an individual business plan annually to align with organizational goals.
• Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction.
• Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance.
• Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects.

Requirements

• Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice.
• Minimum of 3 years in sales, with a proven track record of meeting or exceeding sales targets, preferably in the insurance/financial services industry.

Skills

• Exceptional communication, presentation, and relationship-building skills, both over the phone and in person.
• Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building.
• Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients.
• Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting.
• Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions.
• Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment.
• Knowledge of the current insurance market, competitors, and emerging trends to effectively advise clients.

Location

• Local travel during the business day
• Some out-of-the-area and overnight travel may be expected
• Out of town travel is minimum

Work Type

• Full-time

Experience Level

• 3+ years of sales experience

Salary/Compensations

• $65,000 - $125,000

Benefits

• Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum.
• Strong work life balance with a 37.5 hour work week.
• Exciting summer time off program.
• Focus on community involvement, wellness for our employees, and continued education.
• Paid volunteer time.
• Gym membership reimbursements.
• Standing desks.
• Paid maternity leave.
• Fresh fruit at the office.
• Great training programs both internally and externally through CCIG paid courses and designations classes.
• Dress for your day office environment.
• Collaborative, supportive, and fun work environment.
• Transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration.
• Clear criteria for advancement.

About the Company

• CCIG offers a company culture that can’t be beat with a collaborative, supportive, and fun work environment.