5 часов назад
Personal Risk Advisor (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Risk Advisor (High-Net-Worth Insurance): Cultivating relationships with centers of influence and attracting high-net-worth individuals, families, and family offices as clients with an accent on consultative insurance sales, risk analysis, and customized risk management programs. Focus on building strategic partnerships, developing profitable revenue, and designing bespoke solutions for complex personal, professional, and business exposures.
Location: Phoenix, Arizona, United States
Company
is a large insurance brokerage and consulting firm providing risk management and insurance solutions through a nationwide network of offices.
What you will do
- Promote personal risk solutions to high-net-worth individuals, families, family offices, and strategic partners.
- Build and maintain relationships with centers of influence and trusted advisors in the wealth management market.
- Attract qualified new clients and develop strategic sales plans for prospect identification and qualification.
- Design risk management and insurance programs for complex personal, professional, and business exposures.
- Conduct comprehensive risk analysis reviews and present customized proposals and insurance solutions.
- Drive profitable revenue growth and client retention in partnership with the client service team.
Requirements
- 5+ years of high-net-worth sales experience.
- Established network of centers of influence and a proven record of sales success.
- Current P&C license.
- Excellent verbal, written, interpersonal, and presentation skills.
- Conflict resolution, delegation, independent thinking, and teamwork abilities.
- Proficiency with Microsoft Office programs.
Culture & Benefits
- Competitive pay, commissions, incentives, and benefits.
- Professional development opportunities and employee recognition programs.
- Sales rewards through the USI PEAK program.
- Wellness support, college scholarships for associates' children, and financial assistance programs.
- Community engagement, environmental sustainability initiatives, and diversity and inclusion programs.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →