Sales And Risk Consultant (Insurance)

TL;DR

Sales and Risk Consultant (Insurance): Managing high-net-worth client portfolios and driving business development with an accent on risk evaluation, carrier contract interpretation, and coverage optimization. Focus on building referral networks, meeting new business development goals, and ensuring regulatory compliance within the P&C insurance sector.

Location: Must be based in North America (USA). Role offers hybrid work flexibility.

Salary: $67,500–$125,800

Company

hirify.global Agency provides business insurance, employee health, benefits, and private client insurance solutions with a focus on personalized service and global resources.

What you will do

• Analyze risk data and prepare comprehensive evaluations for high-net-worth prospects.
• Review and interpret carrier contract language to deliver optimal coverage recommendations.
• Negotiate with multiple insurance carriers to secure comprehensive coverage options.
• Collaborate with Business Development Executives and Client Advisors to expand referral sources.
• Maintain accurate account information and funnel tracking in Salesforce and EPIC Agency Management System.
• Ensure all activities comply with regulatory requirements and internal policies.

Requirements

• 4 years of directly related business development or client service experience.
• Proven experience as a Sales and Risk Consultant with high-net-worth clients.
• Active P&C license and HNW personal lines insurance experience.
• Must be authorized to work in the United States.
• Bachelor’s degree is strongly preferred.

Culture & Benefits

• Competitive total rewards package including health, welfare, and wellbeing programs.
• 401K savings and retirement programs.
• Tuition assistance and professional development opportunities.
• Generous time off, including personal and volunteering days.
• Charitable contribution match programs and stock purchase opportunities.
• Inclusive, award-winning workplace culture.