Franchise Insurance Advisor (New Business)
rikor.io
Franchise Insurance Advisor (New Business)
RIKOR is a tech-forward insurance agency dedicated to the franchise industry. We leverage our platform to generate warm, inbound demand from leading franchise brands.
As a Franchise Insurance Advisor , you will be responsible for converting this high-quality pipeline. This is an advisory role focused on helping new franchisees protect their investment by delivering coverage recommendations that are fast, clear, and accurate . If you thrive in a high-volume, systems-driven environment and want to ditch cold calling for qualified leads, this role is for you.
What You Will Do: Key Responsibilities
- Expertly Advise Clients: Guide new franchise owners on their specific coverage needs, assessing risk and presenting tailored options—moving beyond simply "selling a policy."
- Manage High-Volume Pipeline: Run a structured pipeline of warm inbound opportunities using our modern Risk Management System (RMS) and efficient workflows.
- Quote and Bind Coverage: Execute the quoting, presentation, and binding process with speed, precision, and a focus on compliance and accuracy.
- Foster Collaboration: Work seamlessly with the operations, sales, and support teams to ensure a smooth, end-to-end client onboarding experience.
- Drive System Improvement: Actively provide feedback, suggest process tightening, and contribute to raising the operational standards of the agency.
What Success Looks Like
You will be highly successful when you consistently:
- Hit Production Benchmarks: Consistently meet or exceed activity and conversion goals across quoting, binding, and eventual retention.
- Maintain Flow & Clarity: Keep your pipeline perfectly organized and moving daily—preventing stuck deals and surprises for the client.
- Deliver Trust: Provide a fast, clean client experience marked by clear communication and accurate recommendations, building trust that leads to strong long-term retention.
- Achieve High Productivity: Perform at a level significantly higher than the typical insurance producer, fueled by our proprietary lead flow, advanced systems, and collaborative team execution.
Who You Are: Qualifications & Mindset
We are looking for a coachable, detail-driven professional who is ready to accelerate their career in a performance-focused culture.
Required Qualifications:
- Active Property & Casualty (P&C) License.
- 1+ year of Insurance Experience (Sales, Service, or Hybrid role).
- System-Driven: You move fast, communicate clearly, and thrive as part of a high-execution team.
- Accountable & Detail-Oriented: You take ownership of your pipeline and pay close attention to the details that ensure client protection.
Why RIKOR
- No Cold Calling: Work exclusively with warm, inbound demand directly sourced from franchise brands.
- True Team Culture: Experience our "zero-inbox vacation" policy—your team genuinely covers your email and pipeline while you are out.
- Operational Values: Join a company where values like Empowered Action, Authenticity, Team, and Deliver Trust are the daily standard, not just posters on a wall.
- Competitive Salary + Performance Bonus structure.
- 401(k) Plan.
- Fitness Stipend.
- Cell Phone Stipend.
- Remote Work Option.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Sales and Business Development
Industries
- Insurance Agencies and Brokerages
$50k - $90k
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