High Net Worth Sales Leader

The Jonus Group; Montgomeryville (PA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading insurance agency is looking for a motivated High Net Worth Sales Leader in Montgomeryville, PA. You will be responsible for identifying and securing new business opportunities, assessing client needs, and recommending tailored insurance solutions. This role requires strong relationship management and negotiation skills, along with a deep understanding of High Net Worth insurance products.

Benefits

Competitive compensation and uncapped commission

Comprehensive benefits package

Paid time off and company holidays

Professional growth and advancement opportunities

Qualifications

• Expertise in High Net Worth insurance products required.
• Proven sales experience with a track record of meeting targets is crucial.

Responsibilities

• Build and maintain strong relationships with clients.
• Prepare and present tailored insurance proposals.
• Negotiate terms with insurance carriers.
• Ensure compliance with regulatory requirements.

Skills

Relationship Management

Risk Assessment

Negotiation

Sales Proficiency

Communication

Education

Active Property and Casualty Insurance License

Tools

Salesforce

Job description

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Job Description

High Net Worth Sales Leader -

Must live in PA, NJ, DE

Job Summary

A leading insurance agency is seeking a motivated and experienced High Net Worth Sales Leader to join their team. In this position, you will play a crucial role in identifying and securing new business opportunities within the insurance sector. You will work closely with clients to assess their insurance needs, recommend appropriate coverage, and deliver tailored insurance solutions.

Job Description

High Net Worth Sales Leader - Must live in PA, NJ, DE

Job Summary

A leading insurance agency is seeking a motivated and experienced High Net Worth Sales Leader to join their team. In this position, you will play a crucial role in identifying and securing new business opportunities within the insurance sector. You will work closely with clients to assess their insurance needs, recommend appropriate coverage, and deliver tailored insurance solutions.

Responsibilities

• Build and maintain strong relationships with existing clients while actively seeking out new business opportunities.
• Assess clients' risk profiles and insurance needs, providing expert advice on commercial insurance products, coverage options, and risk management strategies.
• Stay informed about industry trends, market conditions, and competitor offerings to identify opportunities for growth.
• Prepare and present insurance proposals to clients, outlining coverage options, terms, and pricing.
• Negotiate terms and conditions with insurance carriers on behalf of clients to secure the most favorable coverage.
• Ensure accurate policy issuance and documentation, manage policy endorsements, and assist with claims when necessary.
• Stay up-to-date with regulatory requirements and ensure all transactions and documentation are in compliance with industry standards and laws.
• Meet or exceed sales targets and revenue goals set by the company.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.
  
  

Qualifications / Requirements

• Active Property and Casualty (P&C) Insurance License is required.
• Strong knowledge of High Net Worth insurance products and risk management; demonstrates the ability to provide expert advice to clients.
• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses effective negotiation skills.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Preferred Experience: Salesforce
• At least 2 years of relevant insurance industry experience preferred.
• Previous experience as an Insurance Producer or in a similar insurance sales role.
• Knowledge of insurance agency operations as they pertain to sales.
• Proficiency in sales, with a track record demonstrating ability to sell.
• Sales Leadership experience
• Proven track record of hitting high sales goals and metrics
  
  

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation and uncapped commission
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Paid time off and company holidays.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

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