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Commercial Risk Advisor (RA)

By December 13, 2022January 9th, 2023Insurance, News

Title: Commercial Risk Advisor (RA)

Department: Sales/Marketing

Reports to: Chief Growth Officer

Location: West Chester office

FLSA Status: Exempt

Position Summary/Objective:This position is responsible for the establishment and development of new clients for RiskSOURCE Clark-Theders from lead generation to close. This position requires a sales hunter mentality. The objective is attained by developing significant new business clients, building relationships with potential and network resources and cross selling the RiskSOURCE Clark-Theders services to current customers. RiskSOURCE operates on a “Purple Cow” mentality. All Commercial Risk Advisor responsibilities will align with RiskSOURCE’s vision, mission, and values.

To Apply: Submit your resume to

Please include Risk Advisor in the subject line.

Learn more about what it’s like to work at RiskSOURCE:


A. Understand the RiskSOURCE Beyond Insurance process to develop risk management plans and solutions for prospects and clients.
B. Develop and maintain a book of commercial lines core clients in accordance with predetermined goals by identifying prospects and pulling them through the RiskSOURCE sales process.
C. Develop and maintain a healthy pipeline of prospects.
D. Examine prospects to determine insurance and risk management needs by following the Beyond Insurance model.
E. Prepare and present proposals for risk management plans and insurance coverages for prospects and existing clients.
F. Maintain relationships and knowledge of existing accounts and coverages to retain current clients upon renewal.
C. Identify market trends to provide input into RiskSOURCE Clark-Theders’ overall marketing strategy.
D. Demonstrate ability to work within a team selling environment.
E. Utilize strong time management and organizational skills.
F. Achieve monthly, quarterly and annual goals.


  1. Relationship and appointment activity.
  2. Total revenue generated.
  3. Maintain a consistently healthy pipeline of new business (defined as weighted pipeline at 1.5x annual sales goal)
  4. New core clients ($20k+ in annual premium) and customer renewals

Qualifications & Work Experience:

  • Prefer four-year college degree or equivalent experience.
  • Insurance license must be obtained within the first 30 days of employment.
  • Excellent writing, communication, and presentation skills
  • Proficient in full Microsoft Office suite
  • Minimum of 3 years of sales, service and/or industry experience.

Work Skills: 

  1. Ability to effectively communicate and build long term relationship with prospects, clients, carriers and the RiskSOURCE team both verbally and in writing, along with use of virtual technology (including, but not limited to Microsoft Teams).
  2. Must demonstrate sales aptitude, including consultative selling, with strong persuasive skills to influence desired outcomes
  3. Proven ability to pursue and close sales
  4. A self-starter and team player who is open to feedback and has the ability to set priorities and meet defined goals
  5. Adapts quickly to new technologies and products and has a mindset for continually learning and improving

Character Strengths:

  • High integrity
  • Achievement oriented
  • Competitive
  • Optimistic
  • Persistent
  • Confident
  • Persuasive
  • Independent
  • Resilient
  • Empathetic
  • Technology Savvy


This job description reflects management’s assignment of essential functions and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. All employees of RiskSOURCE Clark-Theders may be required to perform duties other than those listed in a position description.


*** Please put Risk Advisor in the subject line of your email.***

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