Private Client Insurance Advisor - Consultative Sales

Ccig-5; Englewood (CO); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Summer time off

Wellness programs

Training programs

Gym reimbursements

Maternity leave

Job summary

CCIG in Englewood, CO is hiring an Insurance Advisor for the Private Client Group to attract, advise, and retain high-net-worth clients with tailored insurance solutions and ongoing risk management.

The role requires at least 3 years in sales, ability to obtain a CO or TX P&C license, and strong consultative skills. Local travel is expected, with a competitive compensation package including base salary plus commissions.

Qualifications

• Minimum 3 years in sales with a proven track record, preferably in insurance/financial services.
• Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice.
• Excellent communication and relationship-building skills, both over the phone and in person.

Responsibilities

• Proactively generate, pursue, and convert new business opportunities within Private Client Group through networking, referrals, and prospecting.
• Conduct needs assessments, present customized insurance solutions, and deliver formal proposals to clients.
• Build and maintain lasting relationships by providing superior service and ongoing risk management advice.
• Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients.
• Negotiate with carriers, evaluate quotes, and ensure policies meet client needs.
• Develop and implement an individual business plan annually.
• Provide tailored services to foster long-term partnerships and client satisfaction.
• Stay current with market trends, product offerings, and regulatory requirements.

Skills

Communication skills

P&C license

Networking

Sales & negotiation

CRM proficiency

Office software

Written communication

Prioritization

Market knowledge

Tools

Applied Epic

Salesforce

HubSpot

Job description

CCIG in Englewood, CO is hiring an Insurance Advisor for the Private Client Group to attract, advise, and retain high-net-worth clients with tailored insurance solutions and ongoing risk management.

The role requires at least 3 years in sales, ability to obtain a CO or TX P&C license, and strong consultative skills. Local travel is expected, with a competitive compensation package including base salary plus commissions.