2 часа назад
Personal Risk Specialist
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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