High-Net-Worth Private Client Advisor (Hybrid) – Commission

TowneBank; Glen Allen (VA); Ibrido; USD 120.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Profit Sharing

401K & Employer Matching

Tuition Reimbursement

Wellness Plan

Health benefits

Descrizione del lavoro

Towne Insurance is seeking a Private Client Risk Advisor to join our Richmond team. This commission-based role with a draw against commissions focuses on high-net-worth clients, delivering personalized insurance solutions and building strong client relationships.

The position requires sales excellence, industry knowledge of private client products, and the ability to work within Towne Insurance Private Client Group. Hybrid work and travel are expected.

Competenze

• Experience in selling private client or high-net-worth insurance products.
• Ability to build and maintain strong client relationships and networks.
• Proven communication skills to explain complex concepts clearly.
• Proficiency with CRM systems and sales tools.
• Ability to read, analyze, and reconcile financial reports.

Mansioni

• Develop lead sources with Towne Bank personnel across departments.
• Find and cultivate new business relationships with external prospects.
• Promote Towne Bank and Towne Insurance vision within the community.
• Tailor risk management strategies to client needs.
• Perform fact-finding to confirm coverage needs.
• Coordinate with carrier partners and maintain product knowledge.
• Achieve annual producer sales plan objectives.
• Attend Towne Insurance training and meetings as required.
• Travel and market visibility are expected.

Conoscenze

Sales experience

Relationship building

Communication skills

CRM software

Financial reporting analysis

Private Client insurance

Outlook/Word/Excel

P&C license

Carrier market knowledge

Strumenti

Applied EPIC

Descrizione del lavoro

Towne Insurance is seeking a Private Client Risk Advisor to join our Richmond team. This commission-based role with a draw against commissions focuses on high-net-worth clients, delivering personalized insurance solutions and building strong client relationships.

The position requires sales excellence, industry knowledge of private client products, and the ability to work within Towne Insurance Private Client Group. Hybrid work and travel are expected.