High-Net-Worth Sales & Risk Consultant (Hybrid)

Marsh McLennan Agency; Morristown (NJ); On-site; USD 68,000 - 126,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match

Stock purchase

Inclusive culture

Competitive compensation

Job summary

Marsh McLennan Agency in Morristown, NJ, is seeking a Sales and Risk Consultant to drive growth with high-net-worth clients. You will gather and analyze risk data, review carrier contracts, and craft insightful coverage recommendations with BDEs and CAs.

Qualified candidates have 4+ years in business development or client service, a P&C license, and HNW personal lines experience. A bachelor’s degree is preferred; the role offers a competitive total rewards package.

Qualifications

• 4+ years of directly related business development/client service experience.
• Successful Sales and Risk Consultant experience with high-net-worth clients essential.
• P&C licensed and HNW personal lines insurance experience necessary.

Responsibilities

• Negotiate with multiple HNW carriers to provide comprehensive coverage options.
• Generate referrals from COIs and meet new business development goals.
• Use Salesforce and EPIC for funnel tracking and account information.

Skills

Sales experience

Business development

Client service

High-net-worth clients

Education

Bachelor's degree

Tools

Salesforce

EPIC Agency Management System

Job description

Marsh McLennan Agency in Morristown, NJ, is seeking a Sales and Risk Consultant to drive growth with high-net-worth clients. You will gather and analyze risk data, review carrier contracts, and craft insightful coverage recommendations with BDEs and CAs.

Qualified candidates have 4+ years in business development or client service, a P&C license, and HNW personal lines experience. A bachelor’s degree is preferred; the role offers a competitive total rewards package.