TowneBank Logo

TowneBank

Insurance Sales Advisor - Personal Lines

Posted 6 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
55K-55K Annually
Junior
Hybrid
Charlotte, NC, USA
55K-55K Annually
Junior
Sell personal lines insurance through a consultative process. Build referral relationships with banking, mortgage, real estate, and insurance partners; assess client needs; recommend coverage; explain policy features and costs; use carrier rating systems and underwriting guidelines; generate business through calls, emails, and referrals; collaborate with service teams; and meet annual sales goals. An active North Carolina Property and Casualty license is required before starting.
The summary above was generated by AI

Join us at Towne Insurance! Your Career. Your Future. Your Towne.


About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

Base Salary: $55,000 annually, with an additional estimated $1,000- $5,000 monthly based on performance.

Are you a motivated sales professional who thrives on helping people protect what matters most? Towne Insurance is looking for an Insurance Sales Advisor to join our Personal Lines team and support clients through a consultative, relationship-driven sales process.

In this role, you'll work closely with TowneBank partners and clients to identify insurance needs, recommend customized coverage solutions, and build lasting relationships that drive both client satisfaction and business growth. If you enjoy connecting with people, solving problems, and achieving goals, we'd love to hear from you.

What You'll Do

  • Develop and maintain relationships with Towne Bank, mortgage, real estate, and insurance partners to generate referrals.
  • Consult with clients to understand their insurance needs and recommend appropriate coverage options.
  • Educate prospective clients on policy features, benefits, and costs.
  • Conduct fact-finding conversations and tailor risk management solutions.
  • Utilize carrier rating systems and underwriting guidelines to secure the best available coverage.
  • Collaborate with support staff and carrier service centers to deliver an exceptional client experience.
  • Generate new business through inbound and outbound calls, emails, and referrals.
  • Achieve sales goals established through your annual sales plan.

Skills and experience you’ll need:


Don't have your North Carolina Property & Casualty License yet? Unlicensed candidates are encouraged to apply. While an active NC Property & Casualty License is required prior to your start date, eligible candidates may qualify for a sign-on bonus upon successful achievement of the license and completion of employment requirements.

  • Two or more years of experience selling complex products over the phone.
  • Strong communication, relationship-building, and customer service skills.
  • Self-starter with exceptional organization and follow-through.
  • Ability to adapt in a fast-paced environment and manage multiple priorities.
  • Proficiency with Microsoft Office applications.

Bonus points if you have:

  • Experience guiding clients through a personalized sales approach.

What we offer:

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Health, vision, dental, and Employee Assistance Program
  • Paid time off to include holidays, PTO, sick leave, and bereavement
  • Profit Sharing
  • Continuing education opportunities
  • 401K & Employer Matching
  • Employee discounts
  • Identity theft protection
  • Tuition Reimbursement
  • Paid Training Opportunities
  • Paid Parental Leave
  • Wellness Plan
  • Volunteer Opportunities

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.


#LI-SO1

#insurance

#LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

TowneBank Charlotte, North Carolina, USA Office

13900 Conlan Circle , Charlotte, United States, 28277

Similar Jobs

26 Minutes Ago
Remote or Hybrid
USA
140K-215K Annually
Senior level
140K-215K Annually
Senior level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Develop and operate CrowdStrike’s internal cloud management platform and mission-critical CI/CD pipelines. Build APIs and UIs using Go and TypeScript, improve developer productivity, integrate tooling, maintain cloud-native infrastructure, and support secure, highly available software delivery systems. Collaborate with development, infrastructure, security, and SRE teams, ensure SOC2-aware processes, and participate in on-call operations.
Top Skills: AlertmanagerArgo CdArgo WorkflowsCi/CdDebianDockerGoGoreleaserGrafanaHelmJavaScriptJenkinsKubernetesKustomizeLinuxPrometheusPulumiPypiTemporalTerraformTypescript
33 Minutes Ago
Remote or Hybrid
USA
41K-83K Annually
Mid level
41K-83K Annually
Mid level
Machine Learning • Payments • Security • Software • Financial Services
Provides high-volume technical support through phone, ticketing, and chat channels. Troubleshoots hardware, software, network, access, and application issues; manages incidents in ServiceNow; handles escalations; and communicates solutions to nontechnical users. Guides junior analysts, supports knowledge management and training, analyzes trends, recommends process improvements, and contributes to IT service efficiency and compliance.
Top Skills: ItilItsmServicenow
33 Minutes Ago
Remote or Hybrid
USA
75K-150K Annually
Mid level
75K-150K Annually
Mid level
Machine Learning • Payments • Security • Software • Financial Services
Leads high-impact IT incident response, coordinating technical teams, managing incident bridges, triaging issues, communicating status, and driving timely resolution. Monitors dashboards and alerts, escalates emerging issues, and initiates major incident processes when needed. Also supports problem management through root-cause and trend analysis, incident action plans, documentation, reporting, and process improvements.
Top Skills: It Service Management (Itsm)Microsoft Teams

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account