HNW Sales & Risk Advisor – Remote/Hybrid

Marsh Agency; Naples (FL); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous time off

Remote or Hybrid work

Tuition reimbursement

Stock purchase opportunities

Inclusive culture

Competitive compensation

Job summary

Marsh Agency is seeking a Sales and Risk Consultant in Florida to serve high-net-worth clients. You will gather coverage information, analyze data, and prepare risk evaluations, ensuring compliant policy recommendations.

You’ll collaborate with BDEs and CAs to expand referrals and client base. We value experience in high-net-worth personal lines, an active P&C license, and strong skills in negotiation, contract interpretation, and CRM tools.

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
• Bachelor's degree is strongly preferred.

Responsibilities

• Negotiate with primarily multiple HNW insurance carriers to provide comprehensive coverage options outlined in proposals, while conforming to laws, regulations and requirements governing the insurance industry.
• Generate referrals from your COIs.
• Be responsible for meeting new business development goals and forecasting.
• Incorporate and regularly practice techniques introduced through Sales Training to continuously enhance skills and related performance.
• Use Salesforce to complete funnel and other internal information tracking reports as required.
• Use the EPIC Agency Management System in an accurate and timely manner to enter and maintain all account information.
• Ensure that all regulatory requirements are met and there is compliance with all internal policies and procedures.
• Review and interpret carrier contract language to deliver optimal client coverage recommendations.

Skills

Negotiation

Referral generation

Business development

Salesforce

EPIC

Regulatory compliance

Carrier contracts

Education

P&C licensed

Bachelor's degree

Tools

Salesforce

EPIC Agency Management System

Job description

Marsh Agency is seeking a Sales and Risk Consultant in Florida to serve high-net-worth clients. You will gather coverage information, analyze data, and prepare risk evaluations, ensuring compliant policy recommendations.

You’ll collaborate with BDEs and CAs to expand referrals and client base. We value experience in high-net-worth personal lines, an active P&C license, and strong skills in negotiation, contract interpretation, and CRM tools.