Affluent Client Growth & Relationship Exec

Jobtailor

Missouri

On-site

USD 60,000 - 110,000

Full time

14 days+
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Job summary

Jobtailor in Missouri is seeking an experienced business development professional to prospect affluent clients and develop centers of influence through networking and marketing. You will generate and pursue new client opportunities, present services at prospect meetings, and bring prospects to closure while building a robust book of business.

You will retain clients by maintaining strong B2B relationships and delivering superior customer service.

Qualifications

  • 2–5 years of relevant experience.
  • Independent self-starter who can sell and develop high-net-worth relationships.
  • Confident with cold-calling, networking, and developing new business.
  • Able to maintain an existing referral network and centers of influence.
  • Maintain a Property and Casualty Insurance License.
  • Insurance sales experience and a four-year bachelor’s degree preferred.

Responsibilities

  • Prospect for affluent and high-net-worth clients through local networks, connections, and communities
  • Develop centers of influence and lead-source partners through networking and marketing
  • Generate and pursue new client opportunities
  • Present services and solutions at prospect meetings
  • Bring new business prospects to closure
  • Retain clients by maintaining strong business-to-business relationships
  • Build and manage a book of business
  • Ensure client satisfaction and deliver superior customer service

Skills

Networking
Cold-calling
Business development
Prospecting
Customer service
Independent self-starter
Relationship management
High-net-worth client relationships

Education

Bachelor’s degree

Job description

Jobtailor in Missouri is seeking an experienced business development professional to prospect affluent clients and develop centers of influence through networking and marketing. You will generate and pursue new client opportunities, present services at prospect meetings, and bring prospects to closure while building a robust book of business.

You will retain clients by maintaining strong B2B relationships and delivering superior customer service.

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