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Insurance Sales and Risk Advisor

United States of America, Lafayette · Job Posted February 20, 2026
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Job Description

The Insurance Sales and Risk Advisor is responsible for driving new business, renewing accounts, and providing proactive risk management solutions. Reporting to a Profit Center Leader or executive, this role builds and maintains client relationships, identifies cross-selling opportunities, and delivers tailored insurance strategies. The Advisor also supports claims advocacy and contributes to team development through collaboration and mentorship.

Job Responsibility

  • Identifying prospects for business from existing and prospective clients
  • Maintaining a consistently strong and active new business pipeline
  • Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients
  • Aggressively identifying and pursuing cross-selling opportunities amongst existing clients
  • Obtaining referral leads from existing clients
  • Participating and taking leadership roles in targeted civic and professional associations
  • Designing individual prospect sales strategies and developing unique prospect programs
  • Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual client sales strategies
  • Maintaining consistent and high-quality touch points with clients and prospects
  • Providing proactive risk management advice to existing clients and resolving client issues before they become “problems”

Requirements

  • Insurance License (Property & Casualty)
  • CIC designation (preferred)
  • BS, BA or 5-10 years plus relevant work experience in insurance or business to business sales
  • Bachelor’s degree in a business or financial related discipline (Preferred)
  • Proficient with Microsoft Office Applications (Word, Excel, Outlook)
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
  • 1 – 3 years’ experience in a similar position

Nice to have

  • CIC designation (preferred)
  • Bachelor’s degree in a business or financial related discipline (Preferred)

What we offer

  • Medical/Rx
  • Dental
  • Vision
  • Life Insurance
  • Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off
  • Holidays
  • Preferred Partner Discounts

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