New Business Advisor
Full-time · Dallas, TX (Hybrid)
The Phoenix Insurance is one of the largest specialty P&C agencies in the country. We're not here to just save clients 15%: we build lasting relationships around complex, high-value coverage needs, from collector and classic vehicles to other specialty assets, with the same care and strategy a trusted financial advisor brings to a portfolio. We're looking for a New Business Advisor who wants to sell that way, not race to the bottom on price.
You won't be cold calling, and you won't be sitting on a call queue waiting for whatever comes in either. We provide warm leads and a steady pipeline as your foundation, and you'll also have opportunities to build additional business through community and industry events.
What you'll do
- Building your pipeline through warm leads, referrals, and community events, not cold calling
- Consulting with clients to understand their risk and recommending tailored solutions from a portfolio of top-rated carriers
- Managing your own book from first conversation through renewal, with cross-sell and upsell opportunities along the way
- Representing Phoenix at industry and community events, including car shows and enthusiast gatherings tied to our specialty niche
- Hitting and exceeding your production goals, with an experienced team backing you up
What you'll bring
- Active Property & Casualty license
- 2 to 3 years of proven P&C sales success, ideally in an independent agency
- A track record of generating new business: you can point to real numbers
- Self-motivated with strong ownership of your own pipeline and follow-through; you don't need someone checking in on you daily
- Confident, consultative selling style; comfortable asking for the business
- Comfortable with CRM systems, Microsoft Office; EZLynx experience a plus
Pay
Base salary plus commission. 401(k) with company match, medical/dental/vision, PTO, parental leave.
Specific pay is confirmed per role during the interview process.