{"id":537265,"url":"https://alion.io/job/trucordia-private-client-advisor","title":"Private Client Advisor","company":{"id":7788,"name":"Trucordia","domain":"trucordia.com","url":"https://alion.io/company/trucordia","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SmartRecruiters","truth_index":{"grade":"B","score":70,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":65,"computed_at":"2026-10-03T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bethany Beach, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":103000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1879},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-08-12T16:58:38Z","employer_posted_date":"2026-09-26","last_verified_at":"2026-10-04T02:21:58Z","board_verified":true,"closed_at":null,"days_open":52,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":52},"description":"Extraordinary opportunity. Exceptional experience.\nSometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.\nWe celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.\nTrucordia Values\nWe actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.\nWe COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.\nWe LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?\nWe are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.\nWe CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.\n Reports To: VP of Sales/Market Leader\nDuties and Responsibilities:\nMeets established sales quotas on monthly, quarterly, and annual basis.\nUtilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.\nActs as subject matter expert to master chosen area of focus for highest probability of long-term success.\nContinually manages a book of business to support high renewal rates.\nCollaborates with Client Service to analyze renewal business and place new business accounts.\nFollows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.\n State-issued Property and Casualty or Life and Health Insurance Producer License.\n4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.\n2-5 years in an insurance sales role\nProficiency with professional programs such as Microsoft Suite and Salesforce.\nDemonstrated skills in analytics and internal/external communication.\n Please see our company Benefits:\nMedical, Dental, Vision\nLife Insurance and AD&D\nFSA / HSA\nAccident\nCritical Illness\nHospital Indemnity\nSupplemental Health Insurance\nEAP\nPet Insurance\n11 Paid Holidays\nFlexible PTO\n401K\nTrucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.\nTrucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.","description_format":"text","description_chars":4982,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["401k plan","Health insurance","Life insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-09-08T07:50:17Z"}],"visa":[],"liveness":{"score":43,"band":"fade","label":"Fading","p_open":1,"p_active":0.723,"p_room":0.6,"age_days":51,"expected_fill_days":65,"reasons":["conf:23","win:late","crowd:junior"],"computed_at":"2026-10-03T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/trucordia-private-client-advisor","json_url":"https://alion.io/job/trucordia-private-client-advisor.json","meta":{"generated_at":"2026-10-04T02:31:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":3644,"day_limit":5000,"remaining_today":1356,"minute_limit":60,"resets_at":"2026-10-05T00:00:00Z"}}}