Elite High-Net-Worth Personal Lines Producer

Wheeler & Taylor Inc.; Boston, Northern (MA, KY); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical insurance

Dental insurance

Vision insurance

Life insurance

Flexible Spending Account

Job summary

Wheeler & Taylor Inc. is seeking an experienced High-Net-Worth Insurance Producer in Boston, MA to join our growing personal lines practice. This role targets producers who already manage a book of business and seek a stronger platform for scale.

We are not entry-level and offer expanded carrier access, dedicated support, and a path to growth. The ideal candidate actively produces Personal Lines and High-Net-Worth business with a proven track record.

Qualifications

• Active experience producing Personal Lines and/or High-Net-Worth insurance business.
• Demonstrated ability to generate and sustain a profitable book of business.
• Strong relationship-building and client advisory skills.
• Clear, confident communication and presentation abilities.
• Self-directed, performance-driven mindset.
• Proven experience in insurance, financial services, or related sales environments.
• Ability to manage priorities independently in a production-focused role.

Responsibilities

• Develop and maintain a pipeline of new Personal Lines and High-Net-Worth business
• Build and expand relationships with affluent clients, centers of influence, and referral partners
• Conduct consultative, needs-based discussions to identify risk exposures and coverage solutions
• Present tailored insurance strategies clearly and confidently to clients
• Collaborate with internal service teams and carrier partners on placement and program design
• Maintain and grow an existing book of high-value personal insurance accounts
• Stay current on market conditions, products, and coverage trends impacting high-net-worth clients
• Meet or exceed established production and growth expectations

Skills

High-Net-Worth

Personal Lines

Book of Business

Relationship Building

Client Advisory

Presentation Skills

Industry Knowledge

Job description

Wheeler & Taylor Inc. is seeking an experienced High-Net-Worth Insurance Producer in Boston, MA to join our growing personal lines practice. This role targets producers who already manage a book of business and seek a stronger platform for scale.

We are not entry-level and offer expanded carrier access, dedicated support, and a path to growth. The ideal candidate actively produces Personal Lines and High-Net-Worth business with a proven track record.