Insurance

• Meet established sales goals on an annual basis
• Utilize Trucordia Crop Insurance sales and marketing tools to execute results-oriented activities
• Collaborate across the Platform to grow and service the book
• Maintain a notable book of business aligned with the Platform's growth strategy
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Crop Insurance Agent

• Serve as a trusted advisor to clients navigating final expense life insurance options
• Conduct thorough needs assessments via phone to understand coverage goals, budget, and health profile
• Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
• Match clients with the most suitable carrier and product
• Guide clients through the application and underwriting process
• Build meaningful relationships with seniors and their families
• Work a pipeline of company-provided leads
• Meet or exceed individual sales goals while tracking activity and pipeline in the CRM
• Stay current on state insurance regulations, carrier guidelines, and compliance requirements
• Document sales and service activities in the CRM
• Collaborate with managers, trainers, and team members
• Support additional duties and special projects as needed

Life Insurance Sales Representative

• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget
• Identify issues and communicate progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate regularly with clients and CLA family members
• Potentially prepare tax returns

Insurance jobs in Wisconsin

Crop Insurance Agent

Life Insurance Sales Representative

Assurance Intern