Private Client Advisor

Description

The purpose of the Producer is to drive new business and sales growth, while retaining existing clients and revenue.  

Primary Duties & Responsibilities

As a Private Client Sales Producer, you will work with high net worth clients on a daily basis tailoring to their personal insurance needs.  

• Develop and qualify leads to drive additional sales opportunities through cold calling, networking and other lead generation resources 
• Use a consultative sales approach, gather information and present proposals and presentations to C-level executives 
• Establish strong relationships with clients and create network referrals
• Obtain professional and technical knowledge by attending industry workshops, reviewing industry publications, establishing industry professional networks and continued education
• Create positive synergy with internal partners and pursue cross-selling opportunities with other lines of business (Property/Casualty and Personal lines) to enhance and cultivate prospect and client relationships
• Develop, maintain and communicate expertise on products, industry and emerging market trends, including legislative and regulatory issues
• Effectively coordinate with account management and support teams
• Maintain trust with various insurance carrier partners
• Positively and proactively represent Insgroup in meetings, seminars and networking events

Requirements

• Bachelor’s Degree
• Minimum of 2 years of outside business to business sales experience
• Ability to build long-term relationships with C-level executives and business owners
• Experience selling in affluent market highly preferred
• Ability to network effectively with affluent social networks
• Detailed and analytical
• Motivated and results driven
• Ability to act independently
• Willingness to travel locally