High-Net-Worth Private Client Insurance Advisor

TowneBank; Charlotte (NC); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Excellent growth and advancement opportunities

Competitive pay based on experience

Health, vision, and dental insurance

401K & Employer Matching

Tuition Reimbursement

Job summary

An insurance and risk management firm is hiring a Private Client Risk Advisor in Charlotte, NC. This role demands a sales-oriented individual with strong communication skills to provide personalized insurance solutions for high net-worth clients. Responsibilities include developing leads with other Towne Bank personnel, cultivating business relationships, and tailoring risk management strategies. The ideal candidate must have a Property & Casualty License, along with a strong knowledge of Private Client coverage and excellent relationship-building skills. This position offers competitive pay and growth opportunities.

Qualifications

• Proven track record of success in sales within the Private Client Insurance space.
• Ability to explain complex insurance concepts clearly.
• Commitment to professional integrity in business dealings.

Responsibilities

• Develop lead sources with Towne Bank personnel.
• Cultivate new business relationships through networking.
• Tailor risk management strategies to customer needs.
• Achieve objectives established in the sales plan.

Skills

Excellent written communication skills

Detail-oriented with strong analytical abilities

Ability to work independently

Proficiency in CRM software

Knowledgeable of Private Client carriers

Property & Casualty Agent's License

Tools

Outlook

Word

Excel

Job description

An insurance and risk management firm is hiring a Private Client Risk Advisor in Charlotte, NC. This role demands a sales-oriented individual with strong communication skills to provide personalized insurance solutions for high net-worth clients. Responsibilities include developing leads with other Towne Bank personnel, cultivating business relationships, and tailoring risk management strategies. The ideal candidate must have a Property & Casualty License, along with a strong knowledge of Private Client coverage and excellent relationship-building skills. This position offers competitive pay and growth opportunities.