Senior Private Client Group Leader, High-Net-Worth Insurance

Aon; Florida; Hybrid; USD 200,000 - 275,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Discount programs

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a senior sales leader for the Private Client Group. The role oversees a team focused on affluent personal lines, housing homeowners, auto and specialty lines, with responsibilities spanning client management, sales growth, and policy compliance.

The role offers a hybrid schedule from Bethesda, MD, with openness to exceptional remote candidates and travel as needed. Strong leadership and a deep P&C market background are essential.

Qualifications

• BA/BS preferred; Master’s degree desirable.
• 15+ years of related industry sales experience.
• Familiarity with major markets and carriers; experience with agency management systems/CRM (Epic a plus).

Responsibilities

• Builds and leads a team to manage marketing, service, and risk management.
• Leads sales activities with P&C complex clients and prospects.
• Reviews sales results with senior leaders and strategizes improvements.
• Monitors compliance and may influence office policies.
• Involved in hiring selections and promotions; may require SVP review.
• Develops plans to increase sales and lower costs; enhances operations.
• Maintains relationships with key clients and carrier reps.
• Mentors and coaches team members.

Skills

Leadership

Sales leadership

Client management

Communication

Financial analysis

Public speaking

CRM (Epic)

Office tools

Team building

Mentoring

Education

BA/BS preferred

Master's degree desirable

15+ years sales experience

Tools

Epic CRM

CRM

MS Office

Job description

NFP, an Aon company, is seeking a senior sales leader for the Private Client Group. The role oversees a team focused on affluent personal lines, housing homeowners, auto and specialty lines, with responsibilities spanning client management, sales growth, and policy compliance.

The role offers a hybrid schedule from Bethesda, MD, with openness to exceptional remote candidates and travel as needed. Strong leadership and a deep P&C market background are essential.