Private Client Producer

Jonus Group; New York (NY); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Incentives based on production

MIP equity opportunities

Job summary

Jonus Group seeks a Private Client Producer to grow a high-net-worth personal insurance practice. The role emphasizes developing new business, building referral networks, and delivering customized risk management solutions to affluent clients.

The ideal candidate will have strong relationship-building skills, a proven sales record in personal lines, and willingness to work remotely on a national scale.

Qualifications

• Active Property & Casualty license required.
• Proven experience in personal lines insurance sales, preferably high-net-worth.
• Track record of generating new business and growing a profitable client book.
• Strong knowledge of homeowners, auto, umbrella and specialty coverages.

Responsibilities

• Develop and grow a portfolio of high-net-worth personal insurance clients through proactive business development and relationship management.
• Identify and pursue new business opportunities within the private client insurance market.
• Establish and maintain referral relationships with wealth advisors, attorneys, family offices and other professionals.
• Assess client exposures and recommend customized insurance and risk management solutions.
• Build long-term relationships with clients through consultative guidance and exceptional service.
• Collaborate with Account Executives, Risk Managers, and carrier partners to ensure comprehensive coverage.

Skills

Relationship building

New business development

Consultative sales

Networking

Client management

Education

P&C license

Tools

CRM

Carrier portals

Job description

Private Client Producer – High-Net-Worth

Job Summary

Seeking a motivated and relationship-driven Private Client Producer to support the growth of an expanding private client insurance practice specializing in high-net-worth individuals and families. This role focuses on developing new business opportunities, building strategic referral relationships, and delivering customized insurance and risk management solutions to affluent clients.

The ideal candidate will have a proven background in personal lines insurance sales, strong relationship-building skills, and the ability to identify and develop new business opportunities. Candidates with middle-market or standard personal lines experience who are interested in expanding into high-net-worth insurance are also encouraged to apply.

This remote position offers the opportunity to contribute to the growth of a national private client practice while developing long-term client relationships.

Responsibilities

• Develop and grow a portfolio of high-net-worth personal insurance clients through proactive business development and relationship management.

• Identify and pursue new business opportunities within the private client insurance market.

• Establish and maintain referral relationships with centers of influence, including wealth advisors, attorneys, family offices, and other professional partners.

• Assess client exposures and recommend customized insurance and risk management solutions.

• Build strong, long-term relationships with clients by providing consultative guidance and exceptional service.

• Collaborate with Account Executives, Risk Managers, and insurance carrier partners to ensure comprehensive coverage solutions and a seamless client experience.

• Generate new business revenue while identifying opportunities to expand existing client relationships.

• Stay informed of industry trends, emerging risks, and insurance products relevant to high-net-worth individuals and families.

• Maintain accurate records of sales activities, client interactions, and business development opportunities.

• Contribute to the continued expansion of the private client insurance practice and its market presence.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Proven experience in personal lines insurance sales, preferably within the high-net-worth or private client market.

• Demonstrated success in generating new business and developing a profitable book of insurance clients.

• Strong understanding of personal insurance products, including homeowners, auto, umbrella, and specialty coverages.

• Excellent relationship-building, networking, negotiation, and consultative sales skills.

• Ability to develop and maintain strategic referral partnerships with professional advisors and centers of influence.

• Strong knowledge of insurance solutions for affluent individuals, families, and complex households.

• Self-motivated with the ability to work independently in a remote environment.

• Excellent communication, organizational, and time management skills.

• Ability to collaborate effectively with internal service teams, risk managers, and carrier partners.

• Experience working with family offices or specialized coverages, such as fine art insurance, is a plus.

• Candidates with middle-market or standard personal lines experience who demonstrate strong sales capabilities and an interest in high-net-worth insurance are encouraged to apply.

Compensation Package

• Compensation: Competitive compensation based on experience, qualifications, and production.

• Incentives: Performance-based earning opportunities tied to new business development and production.

• Equity Opportunities: Participation in a Management Incentive Plan (MIP), subject to applicable plan terms.

• Work Arrangement: Remote.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.