Full-Time

Sales Advisor

Confirmed live in the last 24 hours

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Consulting
Financial Services

Senior

Huntersville, NC, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Cold Calling
Requirements
  • Bachelor’s degree Business Administration, Communications etc.
  • 5 plus years of selling B2B or insurance solutions to C-suite executives
  • Knowledge of Commercial Lines coverage & terminology a plus
  • Ability to cold call to set appointments with potential clients
  • Ability to source referrals through industry related events
  • Excellent communication skills both verbal and written
  • Must be able to obtain Property & Casualty Insurance License in a timely manner
  • Proficient software skills - Microsoft Office Products, CRM systems
Responsibilities
  • Establish and build strong, integrity based relationships with decision makers.
  • Identify new potential clients and develop strategies to convert them to clients
  • Continually source referrals for developing additional contacts and new business opportunities
  • Attend industry events to sources referrals and increase industry knowledge
  • Attend training as needed to continue to develop selling/closing skills
  • Meet or exceed set annual sales goals
Foundation Risk Partners

Foundation Risk Partners

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Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.

Company Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-5%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • AI solutions have decreased cycle times by up to 90% for certain activities.
  • Prospect conversion rates have increased by up to 50% due to AI adoption.
  • Expansion into Baldwin, New York, offers new market opportunities.

What critics are saying

  • Over-reliance on AI could cause disruptions if technical issues arise.
  • Expansion into new regions may pose compliance and operational challenges.
  • Leadership changes might lead to strategic shifts affecting company stability.

What makes Foundation Risk Partners unique

  • Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
  • The company focuses on a strategic mix of industry expertise and cultural fit.
  • Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Paid Vacation