Private Client Insurance Growth Advisor

CCIG; Austin (TX); Vor Ort; USD 65.000 - 125.000; Vollzeit

Benefits dieser Stelle

Health insurance

Work-life balance

Summer time off

Volunteer time

Gym reimbursement

Zusammenfassung

CCIG is seeking an Insurance Advisor in Austin, TX to drive growth for Private Client Group clients. You will attract, advise, and retain high-net-worth clients, focusing on long-term risk management and trusted advisory relationships.

The role requires a proven sales track record, consultative client engagement, and collaboration with carriers to tailor coverage and pricing. Travel is primarily local with opportunities for growth within CCIG.

Qualifikationen

• Minimum of 3 years in sales with a proven track record of meeting or exceeding targets.

Aufgaben

• Proactively generate and convert new business opportunities within Private Client Group via networking, referrals, and prospecting.
• Conduct comprehensive needs assessments and present customized insurance solutions.
• Build and maintain lasting client relationships with ongoing risk management advice and policy reviews.
• Collaborate with internal teams and carriers to secure optimal coverage and pricing.
• Negotiate with carriers to ensure policies meet client needs and expectations.
• Develop and implement an annual personal business plan aligned with goals.
• Provide tailored services to foster long-term partnerships and client satisfaction.
• Stay updated on market trends, products, and regulatory requirements.

Kenntnisse

Sales experience

Relationship-building

Communication skills

Networking

CRM experience

Tools

Applied Epic

Salesforce

HubSpot

Microsoft Office

Jobbeschreibung

CCIG is seeking an Insurance Advisor in Austin, TX to drive growth for Private Client Group clients. You will attract, advise, and retain high-net-worth clients, focusing on long-term risk management and trusted advisory relationships.

The role requires a proven sales track record, consultative client engagement, and collaboration with carriers to tailor coverage and pricing. Travel is primarily local with opportunities for growth within CCIG.