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Top Tech Jobs & Startup Jobs in Charlotte, NC
Agency • Insurance • Financial Services
Generate new business revenue by prospecting real estate and mortgage referral partners, building a client book of business, assessing insurance needs, comparing carrier options, and recommending customized risk solutions. The role includes Salesforce and sales-process training, performance-based commissions, renewal income, and requires passing a state licensing exam after hiring.
Top Skills:
Salesforce
Agency • Insurance • Financial Services
Build a book of personal insurance business by prospecting and developing referral relationships (real estate, mortgage), assessing client needs across a large carrier portfolio, recommending custom household insurance solutions, and completing required licensing and company training.
Top Skills:
Salesforce
Reposted 16 Days AgoSaved
Agency • Insurance • Financial Services
90-120 day on-site SkillBridge internship training transitioning service members to become Corporate Sales Account Executives. Trainees learn consultative B2B/B2C sales, prospecting, client relationship development, risk analysis, CRM (Salesforce), compliance, and prepare for state insurance licensing exam. Internship may lead to interview for full-time Account Executive role.
Top Skills:
Salesforce
Agency • Insurance • Financial Services
Entry-level retention specialist who re-markets expiring or at-risk policies, executes multi-carrier reshops, presents alternative coverage, and identifies cross-sell opportunities. Provides high-touch client service, documents interactions in agency systems, follows scripts and compliance standards, completes required training, and maintains an active state insurance license to support retention and agency revenue goals.
Agency • Insurance • Financial Services
Build a book of business by prospecting and establishing referral partner relationships with real estate and mortgage professionals; assess clients' insurance needs, evaluate options across a large carrier portfolio, and deliver customized household insurance solutions. Complete company training and state licensing requirements.
Top Skills:
Salesforce
Agency • Insurance • Financial Services
Build a book of insurance business through prospecting, referral partner relationships, client needs analysis, and tailored coverage recommendations. Meet monthly new-business revenue goals, use Salesforce and sales processes, and earn uncapped commissions plus renewal income and performance incentives.
Top Skills:
Salesforce
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