Private Client Insurance Advisor - Relationship-Driven Growth

CCIG; Englewood (CO); Vor Ort; USD 65.000 - 125.000; Vollzeit

Benefits dieser Stelle

Health insurance benefits

37.5 hour work week

Paid volunteer time

Gym membership reimbursement

Maternity leave

Internal/external training programs

Zusammenfassung

CCIG is seeking an Insurance Advisor in the Sales - Private Client Group to attract, advise, and retain PCG clients. The role centers on building trust-based relationships with individuals and families, delivering tailored insurance solutions and ongoing risk management guidance.

The ideal candidate has a proven sales track record in consultative environments, with the ability to convert relationships into lasting partnerships.

Qualifikationen

• 3+ years in sales with targets achieved.
• Proven ability to prospect, sell, and negotiate insurance solutions.

Aufgaben

• Generate, pursue, and convert new PCG opportunities through networking, referrals, and prospecting.
• Conduct needs assessments, present customized insurance solutions, and deliver proposals.
• Build and maintain lasting relationships with ongoing risk management advice and policy reviews.
• Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing.
• Negotiate with carriers to meet client needs and preferences.
• Develop and implement an annual business plan aligned with company goals.
• Represent CCIG at industry events and in the community to build reputation.

Kenntnisse

Sales experience

Relationship building

Communication

CRM proficiency

Presentation

Time management

Tools

Applied Epic

Salesforce

HubSpot

Microsoft Office

Jobbeschreibung

CCIG is seeking an Insurance Advisor in the Sales - Private Client Group to attract, advise, and retain PCG clients. The role centers on building trust-based relationships with individuals and families, delivering tailored insurance solutions and ongoing risk management guidance.

The ideal candidate has a proven sales track record in consultative environments, with the ability to convert relationships into lasting partnerships.