Financial Advisor Commercial Insurance (Sales)
Boardroom Appointments • Remote, wes kaap • Posted June 25, 2026
About the Role
Financial Advisor Commercial Insurance (Sales)
Key Responsibilities
- Identify and target potential commercial clients through prospecting, networking, and referrals
- Assess client needs and offer suitable commercial insurance and financial solutions
- Prepare and present proposals, quotes, and product options
- Build long-term relationships with clients through professional service and periodic reviews
- Maintain knowledge of products, market trends, and regulations related to commercial insurance
- Ensure compliance with all regulatory requirements and company policies
- Meet or exceed sales targets and performance metrics
- Maintain accurate client records and reporting on CRM systems
- Collaborate with underwriting, claims, and support teams to ensure client satisfaction
- Conduct policy reviews and risk assessments for new and existing clients