High Net Worth Sales Advisor
New
J
JobgetherInsurance
Based in the United StatesFull-TimeMiddle
Salary$100,000 - $250,000 annually
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft ExcelPowerPointRelationship management
Requirements
- Active Property and Casualty Insurance License and/or Personal Lines Insurance License.
- 3+ years of sales experience within the insurance industry.
- Experience with complex personal lines insurance coverage and high-value client needs.
- Strong consultative sales, negotiation, and relationship management skills.
- Strong organizational skills to manage multiple client accounts.
- Proficiency with Microsoft Office tools (Excel, PowerPoint, Word).
- Ability to quickly learn new software applications.
- Valid driver’s license and reliable transportation.
- Ability to travel to client locations when required.
- Bachelor’s degree in Sales, Marketing, Business, or a related discipline (preferred).
Responsibilities
- Develop and manage new insurance business opportunities through prospecting, referrals, and networking.
- Engage with clients to identify needs, recommend coverage solutions, and support account growth.
- Conduct market research and stay informed of industry trends to identify new business opportunities.
- Design customized insurance plans and evaluate client risks to provide effective recommendations.
- Maintain accurate client records, documentation, proposals, and renewal information.
- Collaborate with service teams and internal stakeholders to improve accounts and support retention.
- Manage policy changes and documentation processes while ensuring compliance.
- Educate clients on coverage options, policy requirements, and insurance procedures.
- Track sales activities and performance against goals through regular reporting.
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