Private Client Risk Advisor: High-Net-Worth Insurance Lead

Towne Insurance; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Excellent growth and advancement opportunities

Competitive pay based on experience

Health, vision, dental insurance

Paid time off

Profit Sharing

401K & Employer Matching

Tuition Reimbursement

Paid Training Opportunities

Paid Parental Leave

Job summary

An independent insurance agency in Charlotte seeks a Private Client Risk Advisor to deliver personalized insurance solutions to high net-worth clients. The role demands advanced communication skills and a strong sales orientation to establish relationships within the community. Ideal candidates are detail-oriented, possess knowledge of personal lines insurance, and hold a Property & Casualty Agent's License. This position offers substantial growth opportunities, competitive pay, and a comprehensive benefits package.

Qualifications

• Must possess a Property & Casualty Agent's License upon hire or soon thereafter.
• Experience with Personal Lines/Private Client coverage is required.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Develop lead sources within Towne Bank and cultivate new business relationships.
• Provide personalized insurance solutions to high net-worth clients.
• Tailor risk management strategies to meet each customer's unique needs.

Skills

Excellent written communication skills

Detail-oriented

Proficiency in CRM software

Strong analytical and problem-solving abilities

Ability to handle situations professionally

Education

Property & Casualty Agent's License

Experience with Personal Lines/Private Client products

Tools

Outlook

Word

Excel

Applied EPIC (agency management system)

Job description

An independent insurance agency in Charlotte seeks a Private Client Risk Advisor to deliver personalized insurance solutions to high net-worth clients. The role demands advanced communication skills and a strong sales orientation to establish relationships within the community. Ideal candidates are detail-oriented, possess knowledge of personal lines insurance, and hold a Property & Casualty Agent's License. This position offers substantial growth opportunities, competitive pay, and a comprehensive benefits package.