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Personal Lines Sales Agent ($2500 Sign On Bonus!)

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Proven track record in sales, Experience with multi-carrier insurance products, Strong written and verbal communication skills, Self-motivated and proactive, Ability to navigate ambiguity.

Key responsabilities:

  • Achieve and exceed sales targets
  • Bind 60+ new policies per month
  • Manage leads throughout the sales process
  • Utilize technology for better efficiency
  • Deliver best-in-class customer results
Trellis logo
Trellis Insurtech: Insurance + Technology Startup https://www.trellisconnect.com/
11 - 50 Employees
About Trellis
The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected. Trellis is a fully remote insurtech start-up that builds industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers.We help financial institutions, fintechs, and other innovative companies to engage users across a broader set of financial needs and goals while diversifying revenue through embedded insurance. Some of our partners include Rocket Money (formerly Truebill), Acorns, and Albert, among dozens of other innovative companies.We help insurers reach more of their target customers by utilizing cost-effective embedded insurance distribution channels in the leading apps and websites that consumers are already using.We meet the consumers where they are and help them find the right personal insurance that meets their needs.Our products simplify insurance by:- Enabling consumers to easily link their existing insurance account information using just their username and password- Providing more comprehensive and up-to-date consumer information than traditional prefill solutions while keeping consumer data safe and private- Equipping our partners with a best-in-class insurance marketplace, with 150+ insurers, “apples-to-apples” coverage comparison, and online binding available today- Complementing the digital experience with real human guidance from nationally-licensed insurance agents- Offering a flexible implementation approach from simple white-labeled landing pages to robust API integrations Trellis is backed by multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.
See more Trellis offers

Job description

What we’re building and why we’re building it

Trellis is an insurtech start-up. Our mission is to build industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers. Our insurance distribution platform brings the market's leading insurance brands into the apps and ecosystems consumers already use (e.g., Rocket Money) to help them find, compare, and purchase personal insurance. We are increasingly on the leading edge of applying both traditional machine learning and generative AI to the insurance shopping experience to achieve our mission.

We have backing from multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe) and Nyca (Acorns, Revolut). And we're fast-growing and cash flow positive, making us the ideal work environment for people who want start-up pace and ownership combined with larger company benefits! 

We’re fully remote. We believe it allows us to find the best talent wherever it is, provide our team with maximum flexibility, and stand out to candidates.

Trellis is led by third-time fintech entrepreneur, Daniel Demetri, who has previously founded multiple fintech and insurtech startups that now operate as publicly-traded companies.

Our Values
  1. Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
  2. Speed – We work quickly and pragmatically. We move fast and get things done.
  3. Craft – We are constantly learning and bettering ourselves and the way we work.
  4. Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
  5. Positivity – We see a cup half-full, focus on the team's potential, and rise to challenges..
About the role

You will be a central part of our ambitious Sales engine, proposing risk management strategies that expertly fit the risk profiles of each customer.  At Trellis, you will have the opportunity to work in a challenging but supportive environment that is focused on rewarding top performers.

Top agents enjoy uncapped compensation

Simple: The more policies you sell, the more you earn.

As a top-performing agent, you will enjoy a competitive, uncapped compensation package. Top quartile performers easily earn in excess of $100k/year and the very best agents can earn in excess of $160k. 

  • Earn $ per sale for every sale above our floor (Auto, HOI, renters, flood, etc.)
  • Bonus accelerators for high close rate, high premium sales, agent of record changes, and more!
  • Monthly sales contests to put even more $ in your pocket
  • Bonuses available for putting in extra hours, identifying bugs, and more

All new hires are eligible for a $2500 sign on bonus!

  • All new hires can receive a sign on bonus after being hired at Trellis
  • New hires receive $500 in their first check, and $2000 after their 3rd month of employment

 

In this role, expect to 
  • Sell, sell, sell!.. by delivering best-in-class results consistently
    • Bind at least 60 new policies per month
  • Navigate dozens of insurers' products and agent portals to find the best insurance options
  • Own your leads from start to finish across multiple contact channels (Phones, SMS, email)
  • Utilize agency tooling and technology designed to make you more efficient and effective

To succeed in this role, you have
  • Proven track record: you have demonstrated success in achieving and surpassing sales targets in previous roles
  • Relentless ambition: you see the upside of working hard and seek an environment that generously rewards agents who over-deliver
  • Deep multi-carrier experience: you can quickly identify the right product from the right carrier for the right customer
  • Proactive and self-motivated: You take initiative and are self-motivated to identify opportunities and develop strategies to drive sales and surpass targets.
  • Strong written and verbal communication: you close sales quickly and effectively across multiple channels (primarily text and phone)
  • Hyper-comfort with ambiguity: we are still a start-up, meaning we roll out process and system updates frequently; you thrive on quickly adapting and applying changes to turbo-charge your sales goals

 

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries.

 

Trellis is a fantastic place to work
  • Join a talented, passionate team that we call friends, mentors, and colleagues
  • Flat,collaborative, transparent culture; get in at the ground floor and be a true business partner
  • Opportunities for growth and development within your role and all areas of the organization
  • 75th-percentile (competitive!) compensation
  • 100% remote work environment
  • Quarterly, fun team bonding events

Trellis additionally offers competitive benefits:

  • Unlimited vacation time
  • 100% employer-paid insurance for employee, 60% for dependents
  • 401(k) retirement savings plan
  • Bonuses and equity opportunities
  • Budget for home office equipment

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurtech: Insurance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Risk ManagementCarrier Management

Other Skills

  • Sales
  • Self-Motivation
  • Adaptability
  • Negotiation
  • Time Management
  • Proactivity
  • Customer Service
  • Verbal Communication Skills
Are you interested?

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