Personal Lines P&C & Life Insurance Specialist

Location: San Francisco, CA 94104; will travel to other West Coast offices as appropriate

Salary: $73,118.25–$127,700.00 annually, plus potential incentives, bonuses, commissions, or other awards.

Company

hirify.global provides banking and insurance services to private banking, commercial banking, and wealth management clients.

What you will do

• Develop new business through referrals from Private Banking, Commercial Banking, internal firm partners, and external centers of influence.
• Review clients' personal insurance portfolios and identify coverage gaps.
• Design and recommend property, casualty, life, and other personal risk management solutions for affluent and ultra-high-net-worth clients.
• Conduct life insurance needs analyses and identify planning opportunities through financial conversations.
• Quote and bind policies and coordinate underwriting with carriers and partners.
• Collaborate with bankers and wealth advisors on client meetings, joint calls, annual policy reviews, and concierge-level service.

Requirements

• 5+ years of personal lines and life insurance sales experience with a proven record of serving affluent clients.
• Active Property & Casualty and Life Insurance licenses.
• Undergraduate degree or equivalent four-year education.
• Deep technical expertise in high-value homes, luxury autos, fine art, jewelry, yacht, aviation, and cyber insurance.
• Strong relationship-building, communication, collaboration, and client service skills.
• FINRA Series 6 or 7 and Series 63/66 are preferred; a Surplus Lines license is a plus.

Culture & Benefits

• Work with Private Bankers, Wealth Advisors, Commercial Bankers, carriers, and other partners.
• Benefits include medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Additional duties must comply with applicable federal, state, and local laws and regulations.
• No unusual physical exertion is required.