Private Client Sales Executive (Remote)

The Jonus Group; Portland (OR); Remote; USD 100,000 - 150,000; Full time

Job summary

A leading insurance agency seeks a Private Client Sales Executive to drive sales and manage a portfolio of high-net-worth clients. The role involves developing sales strategies, building client relationships, and ensuring compliance with industry regulations. This position offers competitive compensation and a comprehensive benefits package, emphasizing professional growth and advancement.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Paid time off

Company holidays

Qualifications

• 5+ years of relevant insurance industry experience preferred.
• Proven experience in the insurance industry, focusing on Private / HNW Clients.

Responsibilities

• Develop and execute effective sales strategies to meet or exceed sales targets.
• Build and maintain strong client relationships, delivering expert service.
• Manage policy-related tasks, ensuring an excellent client experience.

Skills

Communication

Relationship Building

Sales

Education

P&C Broker's License

Tools

AMS360

Job description

A leading insurance agency is currently seeking an experienced and highly motivated individual for a Private Client Sales Executive position. In this role, you will be responsible for driving sales and helping to grow and maintain a book of business. This position offers a unique opportunity to play a pivotal role in shaping the financial security of high-net-worth individuals while enjoying a supportive and thriving work environment.

Responsibilities

• Develop and execute effective sales strategies to meet or exceed sales targets.
• Identify, explore, and cultivate new business opportunities within the Private Client insurance sector.
• Build and maintain strong, enduring client relationships, delivering expert service and guidance.
• Stay informed about industry trends, products, and regulations to enhance client support and knowledge.
• Generate and maintain a diverse portfolio of HNW insurance clients, managing their needs and ensuring satisfaction.
• Provide expert consultation to clients, helping them choose the most suitable insurance policies for their unique requirements.
• Manage policy-related tasks, including renewals, claims, and addressing client needs to ensure an excellent client experience.
• Ensure compliance with industry regulations and legal requirements in all transactions.
• Conduct market research to stay updated on market trends, competitor offerings, and customer preferences.
• Continuously assess sales performance, identifying areas for improvement, and applying data-driven insights to enhance sales strategies and results.

Qualifications / Requirements

• Proven experience in the insurance industry, with a focus on Private / HNW Clients.
• Strong knowledge of insurance products, policies, and regulations.
• Exceptional communication and relationship-building skills.
• Strong knowledge of insurance products; demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active P&C Broker's License.
• Previous experience working with large accounts is required.
• Preferred Agency Management System Experience : AMS360
• 5+ years of relevant insurance industry experience preferred.
• Previous experience in HNW / Private Client insurance and account management.
• Previous experience as an Insurance Producer or in a similar insurance sales role.
• Knowledge of insurance agency operations as they pertain to sales.
• Proficiency in sales, with a track record demonstrating ability to sell.
• Previous experience in a client-facing role and traveling for client meetings.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation : Between $100K-$150K (based on experience) + commission.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Paid time off and company holidays.

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.

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