A leading insurance agency is currently seeking an experienced and highly motivated individual for a Private Client Sales Executive position. In this role, you will be responsible for driving sales and helping to grow and maintain a book of business. This position offers a unique opportunity to play a pivotal role in shaping the financial security of high-net-worth individuals while enjoying a supportive and thriving work environment.
Responsibilities
Develop and execute effective sales strategies to meet or exceed sales targets.
Identify, explore, and cultivate new business opportunities within the Private Client insurance sector.
Build and maintain strong, enduring client relationships, delivering expert service and guidance.
Stay informed about industry trends, products, and regulations to enhance client support and knowledge.
Generate and maintain a diverse portfolio of HNW insurance clients, managing their needs and ensuring satisfaction.
Provide expert consultation to clients, helping them choose the most suitable insurance policies for their unique requirements.
Manage policy-related tasks, including renewals, claims, and addressing client needs to ensure an excellent client experience.
Ensure compliance with industry regulations and legal requirements in all transactions.
Conduct market research to stay updated on market trends, competitor offerings, and customer preferences.
Continuously assess sales performance, identifying areas for improvement, and applying data-driven insights to enhance sales strategies and results.
Qualifications / Requirements
Proven experience in the insurance industry, with a focus on Private/HNW Clients.
Strong knowledge of insurance products, policies, and regulations.
Exceptional communication and relationship-building skills.
Possesses effective negotiation skills.
Strong knowledge of insurance products; demonstrates the ability to provide expert advice to clients.
Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
Holds an active P&C Broker's License.
Previous experience working with large accounts is required.
Preferred Agency Management System Experience: AMS360
5+ years of relevant insurance industry experience preferred.
Previous experience in HNW/Private Client insurance and account management.
Previous experience as an Insurance Producer or in a similar insurance sales role.
Knowledge of insurance agency operations as they pertain to sales.
Proficiency in sales, with a track record demonstrating ability to sell.
Previous experience in a client-facing role and traveling for client meetings.
Compensation Package
Excellent opportunities for professional growth and advancement.
Competitive compensation: Between $100K-$150K (based on experience) + commission.
Comprehensive benefits package, including health, dental, vision, 401(k), and more.
Paid time off and company holidays.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Banking, Insurance, and Financial Services
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