Personal Risk Advisor

Personal Risk Advisor

Job Summary

The Personal Risk Advisor is responsible for generating new personal insurance clients from prospecting and lead generation, to closing the sale. The ability to network and develop strategic partners is instrumental for your success.  As a producer, you will become a trusted advisor to clients through insurance plans and solutions designed specifically for your prospects and clients.

Why O’Neill Insurance?

O’Neill Insurance has a broad spectrum of insurance carrier partners. Additionally, through our membership in the Beyond Insurance Global Network and ISU Insurance Agency Network, we have access to like-minded insurance professionals focused on growth, profitability and sharing of knowledge, expertise and experiences.

O’Neill Insurance has a high client retention level at 95%, with mentors to attend prospect meetings with you, and a full support staff to help you sell and service new business. We have an award-winning culture (Best Place to Work Award in 2021) and an environment that rewards rock stars! We are also proud to be named a 2022 “Best Practices Agency” through the Big “I” and Reagan Consulting.

  • Competitive starting base salary
  • Commission paid on all new business sales from day 1
  • Medical, Dental, Vision & Life Insurance Plan – 100% paid for Employee
  • Paid Holiday, Vacation and Sick Time
  • 401(K) Plan with Employer Contribution – 3% of Salary
  • 30 Hours Per Year to Volunteer for a Non-Profit Organization
  • Birthdays off
  • 100% Paid Continuing Education and Professional Development

New Sales:

  • Generate leads and maintain a healthy pipeline of opportunities through networking, referrals, strategic relationships and LinkedIn.
  • Prequalify insurance prospects for insurability and quality of risk
  • Design insurance programs specific to clients’ needs
  • Prepare proposals and make sales presentation to prospective clients
  • Close accounts

Retention of Current Clients:

  • Work with current clients to review coverage annually or as needed
  • Cross-sell or up-sell based on needs of client
  • Maintain relationships of existing clients and coverages to reach a set retention goal

Personal and Organizational Development:

  • Participate in sales meetings
  • Identify market trends to improve overall marketing strategy
  • Insurance license must be obtained within first 30 days of employment
  • Bachelor Degree preferred, but not required
  • Ability to effectively communicate verbally and in writing with prospects, clients, and carriers.

Apply Today!

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