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2 часа назад

Personal Risk Specialist

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Personal Risk Specialist (High Net Worth Insurance Sales): Advising affluent clients on tailored personal risk management and insurance programs with an accent on consultative sales, business development, and cross-selling. Focus on developing referral sources, engaging professional partners, overcoming prospecting obstacles, and presenting personalized insurance proposals.

Location: Fort Lauderdale, Florida, United States; outside sales with client visits and 50% or more travel required, including some evening hours.

Company

hirify.global is a large insurance brokerage and consulting firm with approximately $3 billion in revenue, more than 10,500 associates, and approximately 200 offices nationwide.

What you will do

  • Meet with affluent and high-net-worth individuals to understand their lifestyles, concerns, and personal insurance needs.
  • Provide consultative advice and present tailored personal risk management and insurance programs.
  • Achieve annual new-business sales goals through prospecting, cross-selling, and development of new client sources.
  • Build relationships with lawyers, financial services professionals, realtors, and other centers of influence serving affluent clients.
  • Develop sales and marketing strategies, manage prospect data in CRM and sales tracking systems, and maintain activity records.
  • Collaborate with Commercial Lines and Employee Benefits staff while supporting existing and prospective clients.

Requirements

  • At least three years of high-net-worth or personal insurance sales or service experience.
  • Personal lines insurance industry experience and strong knowledge of carriers and the personal insurance marketplace.
  • Active property-casualty license required, or ability to obtain it within 60 days of hire.
  • Ability to travel 50% or more of the time and meet with clients.
  • Strong written and oral communication, customer service, organization, teamwork, and sales skills.
  • High school diploma or graduate equivalent required; college degree preferred. Proficiency with Microsoft Office required.

Culture & Benefits

  • Competitive pay with commission and sales incentives.
  • Health, dental, vision, wellness, life insurance, short- and long-term disability, 401(k), flexible spending accounts, and health savings accounts.
  • Paid family leave, paid holidays, and other employer-sponsored and voluntary programs.
  • Employee reward and recognition programs, including USI PEAK for high-performing sales professionals.
  • Professional development, wellness, community engagement, and diversity and inclusion programs.

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