Insurance Advisor

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Meridian Capstone Insurance is a locally owned, family-operated independent agency focused on growth and team-oriented culture. They are seeking motivated professionals who thrive in structured environments to prospect and develop new business opportunities, conduct insurance needs assessments, and build long-term client relationships.


Responsibilities

  • Prospect and develop new business opportunities
  • Conduct consultative insurance needs assessments
  • Present customized personal and commercial insurance solutions
  • Close new business and build long-term client relationships
  • Develop referral partnerships within the community
  • Deliver strong retention and client service

Skills

  • Military service or veterans transitioning to civilian careers
  • Commission-based sales
  • High-accountability team environments
  • Leadership or supervisory roles
  • Customer-facing roles requiring discipline and follow-through
  • Competitive but team-oriented mindset
  • Strong communication and relationship-building skills
  • Goal-driven and self-motivated
  • Comfortable working with performance metrics
  • Coachable and open to feedback
  • High personal accountability
  • Professional, disciplined work ethic
  • Licensed Property & Casualty Agents
  • Veterans and military personnel transitioning into sales careers
  • Sales professionals seeking uncapped income
  • Motivated individuals ready to build a long-term career
  • Bilingual (Spanish-speaking) candidates

Benefits

  • Monthly marketing allowance
  • 401(k) with company match
  • Health, dental, vision, and life insurance
  • Disability insurance
  • Paid time off
  • Paid licensing support and training (for unlicensed candidates)
  • Ongoing sales coaching and development
  • Company-provided quoting technology and CRM tools

Company Overview

  • Meridian Insurance provides attentive customer service to clients in several different locations. It was founded in 2008, and is headquartered in Dayton, Ohio, USA, with a workforce of 11-50 employees. Its website is https://www.mymeridianinsurance.com.

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