Personal Risk Specialist (Insurance Sales)

Location: Rancho Cordova or Sacramento, California, United States; requires 50% or more travel and some evening hours.

Salary: $80,000–$110,000 annually, depending on experience, plus commission and incentives.

Company

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

What you will do

• Meet affluent and high net worth clients to assess lifestyle-related risks and provide consultative insurance advice.
• Achieve annual new-business sales and revenue goals through prospecting and business development.
• Build referral relationships with lawyers, financial services professionals, realtors, and other centers of influence.
• Develop sales and marketing strategies, support cross-selling, and maintain trusted client and prospect relationships.
• Prepare personalized insurance proposals, research client needs, and present personal risk management programs.
• Maintain prospect data, activity records, and sales tracking information in CRM systems.

Requirements

• At least 3 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 must be obtained within 60 days of hire.
• Ability to travel 50% or more of the time and meet with clients.
• Strong written and oral communication, teamwork, organization, customer service, and sales skills.
• High school diploma or equivalent required; college degree preferred. Proficiency with Microsoft Office required.

Culture & Benefits

• Competitive pay, commission, incentives, and employer-sponsored benefits.
• Medical, dental, vision, wellness, life insurance, short- and long-term disability, 401(k), flexible spending accounts, and health savings accounts.
• Paid family leave and paid holidays.
• Professional development, sales recognition, wellness programs, and employee assistance initiatives.
• Diversity, inclusion, community engagement, and environmental sustainability programs.