Sales Advisor

JOB DESCRIPTION

Sales Advisor (P&C) - Kansas City, MO

Our client is seeking a full-time Sales Advisor to join their team starting on July 20th. This company is rapidly growing and has a start class going in once a month for this team.

Sales Advisor
We are seeking a motivated Sales Advisor to help clients evaluate insurance options and protect their investment portfolios. This role focuses on consultative sales, client relationship management, and delivering tailored coverage solutions.
Responsibilities:
• Review current insurance coverage and recommend appropriate solutions.
• Advise clients on coverage options based on their business and investment needs.
• Communicate with clients via phone, email, and virtual/in-person meetings.
• Educate clients on policy differences and coverage considerations.
• Document coverage selections and maintain accurate client records.
• Assign policies according to company guidelines and procedures.
• Collaborate with internal teams to support client needs and business objectives.
• Build strong relationships across departments and with external partners.
• Identify and support referral and partner-driven opportunities.
• Maintain a professional, client-focused approach at all times.
Consistently achieve established sales and performance goals.

REQUIRED SKILLS AND EXPERIENCE

High school diploma required; bachelor's degree preferred.
Property & Casualty license required.
2+ years of experience in sales, client services, or a related field.
Knowledge of insurance products and industry best practices.
Familiarity with real estate investing or property transactions preferred.
Professional industry association involvement is a plus.
Ability to travel occasionally for conferences, training, and industry events.

NICE TO HAVE SKILLS AND EXPERIENCE

Real Estate background
Professional industry association involvement