High-Net-Worth Insurance Producer – Massachusetts

Wheeler & Taylor, Inc.; Boston (MA); Sur place; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

401(k) retirement plan

Medical insurance

Dental insurance

Vision insurance

Life insurance

Flexible Spending Account

Résumé du poste

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.

Responsabilités

• 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

Connaissances

High-Net-Worth

Personal Lines

Book of Business

Relationship Building

Client Advisory

Presentation Skills

Industry Knowledge

Description du poste

High-Net-Worth Insurance Producer

Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice in Boston, MA. This role is designed for experienced producers who already understand how to build and manage a book of business and are looking for a stronger platform to scale further.

We are not a training organization or entry-level environment. We are focused on established professionals who are actively producing and want expanded carrier access, stronger support, and a more efficient path to growth.

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

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

What We Offer

• Access to strong carrier relationships and expanded high-net-worth market placement opportunities
• A respected, established agency platform with growing specialization in affluent personal lines
• Dedicated support resources allowing producers to focus on production and client relationships
• Competitive compensation structure directly tied to production and book growth
• Long-term platform for experienced producers seeking scale, stability, and higher earning potential

Benefits

We believe exceptional producers deserve exceptional support, both professionally and personally. As part of the Wheeler & Taylor team, you'll have access to a comprehensive benefits package, including:

• Competitive compensation with significant growth potential
• 401(k) retirement plan
• 401(k) company matching
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Paid time off
• Paid parental leave
• Flexible scheduling options
• Professional development assistance
• Employee referral program
• Long-term career growth with one of America's leading independent insurance agencies