Private Client Insurance Advisor — Trusted Risk & Growth

CCIG; West Lake Hills (TX); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Summer time off

Volunteer time

Gym reimbursement

Maternity leave

Training programs

Job summary

CCIG is seeking an Insurance Advisor to drive growth within the Private Client Group. You will attract, advise, and retain high-net-worth clients by building trust-based relationships and tailoring insurance solutions.

The role requires strong sales experience, a consultative mindset, and the ability to present proposals, review policies, and collaborate with carriers to optimize coverage and pricing. Texas-based clients and local travel are common.

Qualifications

• Minimum of 3 years in sales, with a proven track record of meeting or exceeding sales targets, preferably in the insurance/financial services industry.

Responsibilities

• Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting.
• Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients.
• Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews.
• Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients.
• Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients.
• Develop and implement an individual business plan annually to align with organizational goals.
• Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction.
• Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance.
• Represent CCIG professionally at industry events and within the community to enhance the company's reputation and visibility among Private Client Group prospects.

Skills

Communication

Relationship-building

Prospecting

Negotiation

Sales experience

Presentations

Multi-tasking

CRM proficiency

Tools

Applied Epic

Salesforce

HubSpot

Microsoft Office

Job description

CCIG is seeking an Insurance Advisor to drive growth within the Private Client Group. You will attract, advise, and retain high-net-worth clients by building trust-based relationships and tailoring insurance solutions.

The role requires strong sales experience, a consultative mindset, and the ability to present proposals, review policies, and collaborate with carriers to optimize coverage and pricing. Texas-based clients and local travel are common.