Client Executive, Private Client Group

FCC; Andover (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services agency in Andover, MA, is looking for a Private Client Group, Client Executive. The role involves driving new sales, generating referrals, and maintaining strong relationships with high net worth clients. Candidates should have at least three years of sales experience in personal lines insurance or financial services, a relevant degree, and excellent communication skills. A current personal lines license is preferred. This position offers an outstanding opportunity to join a growing practice group.

Qualifications

• 3+ years sales experience in personal lines insurance or financial services.
• Local market knowledge & existing relationships preferred.
• Current Personal Lines license preferred, required within 3 months.

Responsibilities

• Drive new sales and generate referrals to high net worth clientele.
• Discuss marketing and pricing options and review coverage gaps.
• Provide proactive risk management advice to current clients.

Skills

Sales experience

Communication skills

Relationship building

Problem-solving

Organizational skills

Education

BS/BA in Business, Finance, Marketing or relevant discipline

Tools

Excel

Word

Outlook

Job description

ANDOVER
Andover branch office
89 Main Street
Suite 201
Andover, MA 01810, USA

As Private Client Group, Client Executive, you will join our team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

Responsibilities

• Drive new sales. Generating referrals is vital to connecting with high net worth clientele
• Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth)
• Discuss marketing and pricing options, review coverage gaps and analyze claims history
• Work with management to continually improve our customer service offering through unique value added services
• Serve as an advisor & consultant to ensure the client’s changing risk management needs are addressed.
• Provide proactive risk management advice to current clients
• Participate with support staff in stewardship meetings where appropriate
• Identify and close potential cross-sell opportunities
• When needed be involved with more complicated claims situations
• Work with support team to resolve client issues

Qualifications

• At least three (3) years of prior sales experience in personal lines insurance or financial services
• BS/BA degree in Business, Finance, Marketing or another relevant discipline required
• Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career.
• Able to convey the value of personal insurance through Fred C. Church
• Success in meeting or exceeding regular sales targets
• Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required
• Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment

Attributes

• Motivated to continue building a sales career
• Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations.
• Proven track record of developing referral relationships that produce results.
• Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable
• Excellent organizational skills
• Consistent attention to detail and accuracy in all aspects of work
• Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments
• Strong computer skills including, but not limited to, Excel, Word, and Outlook

Please include your resume and a cover letter when applying. No phone calls, please.

Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.