Private Client Sales Advisor

Toyota Insurance is a brand name of Toyota Insurance Management Solutions USA, LLC (TIMS). We are an independent agency specializing in property and casualty insurance for Toyota vehicle owners. We offer insurance through our trusted carrier partners to provide coverage for your Toyota vehicle, home and other assets. Our mission is to improve the Toyota ownership experience by improving the insurance experience.

Job Overview:
As a Private Client Sales Advisor at Toyota Insurance, your primary focus is on developing referral networks, managing high-value client relationships, and driving new business growth. You work closely with high-net-worth clients to assess their insurance needs and deliver customized solutions across auto, home, and specialty lines, while maintaining strong, long-term relationships to ensure exceptional service and client satisfaction. You will collaborate with the Private Client Relationship Manager, Account Manager, and Senior Manager, and deliver confidential, high-quality proposals and quotes that demonstrate Toyota Insurance’s commitment to integrity and exceptional client service. Your role is key in expanding the client base through trusted partnerships, serving as a trusted advisor by delivering exceptional, and personalized service throughout the sales process and beyond.

Job Responsibilities:
•    Provide expert advice and guidance on carrier partners’ products, leveraging deep industry knowledge to help clients make informed decisions, solve complex insurance challenges, and navigate risk management effectively.
•    Build and maintain long-term, trust-based relationships with high-net-worth clients through regular communication, personalized service, and timely responses to inquiries, reflecting Toyota Insurance’s dedication to customer care.
•    Demonstrate a strong foundation in sales with the ability to manage the full sales cycle-from prospecting to closing.
•    Develop and maintain strong relationships with internal and external clients, as well as the carrier’s account managers and underwriting team.
•    Negotiate with insurance carriers and analyze quotes to secure the most comprehensive coverage options for clients.
•    Identify and pursue new business opportunities through referrals, networking, and targeted outreach.
•    Prepare and present personalized insurance proposals and quotations to clients.
 •    Identify each client’s unique insurance needs and financial goals by conducting thorough assessments and data analysis, then recommend tailored solutions across carriers offering.
•    Establish and nurture referral networks and strategic partnerships to drive new business growth, expanding Toyota Insurance’s reach within the high-net-worth market.
•    Stay informed on the latest insurance industry trends, regulatory changes, and Toyota Insurance product developments by engaging in continuous professional education and industry events to maintain expertise and provide cutting-edge advice.

Required Education and Experience:
•    Must have a valid state Property & Casualty insurance
•    Minimum of 3+ years of sales experience.
•    Experience with premier carriers, such as Chubb, PURE, Berkley.
•    Bilingual or multilingual candidates preferred.
•    College degree is preferred but not mandatory; strong work experience is highly valued.
•    Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.

Required Knowledge, Skills, and Abilities:
•    Proven experience in insurance sales, preferably with private clients or high-net-worth individuals.
•    Bring a proactive and performance-driven mindset, while contributing fresh perspectives to the team
•    Excellent interpersonal and communication skills, with the ability to build rapport quickly.
•    Ability to travel for client and company meetings as needed
•    Strong negotiation and closing skills.
•    Client-focused mindset with a commitment to delivering exceptional service.
•    Proficient in CRM software such as Salesforce and Nexsure, with strong skills in data analysis and reporting tools like Power BI and Microsoft Excel.
•    Ability to work independently and as part of a team.

Required Competencies:
•    Relationship builder
•    Business Acumen
•    Customer-focused
•    Detail-oriented
•    Problem Solving
•    Analytical
•    Self-Driven

Training and Work Model:
Training Duration: Mandatory in-office training for a period of 90 days to ensure comprehensive onboarding and skill development. Training will be conducted at our Plano office premises, providing hands-on experience and direct interaction with trainers and team members.

Degree of Travel:
40%

Position Type/Expected Hours of Work:
Onsite: 8:00 AM-5:00 PM

Work Environment and Physical Demands:
 General office environment and prolonged sitting and staring at computer. No special physical demands are required.

What are the Perks? 
•    Healthcare packages to support your mental, physical, and emotional well-being.

•    PTO and Paid Holidays – Helping you be a world changer outside of the office.
•    401K Matching – We are committed to team members’ financial health.
•    Challenge and Opportunity – A tight-knit, fun environment that encourages personal and professional growth. We are fueled by ideation.

•    Base + Commission package.

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

FLSA Job Status: ☒ Exempt ☐Non-Exempt

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

An Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity

'EEOC is The Law' Information: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf