- Promote our client's suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
- Attract new clients to Private Risk that meet the minimum client profile standards.
- Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices.
- Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the dedicated Personal Risk team.
- Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
- Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
- Must possess a current P&C License
- 5+ years of high net worth sales experience
- Excellent verbal, written, and interpersonal communication skills
- Excellent presentation skills
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Personal Lines Insurance Producer/Business Development - Boston, United States - QUAD, a SolomonEdwards Company
Description
Title: Personal Lines Insurance Producer/Business Development (High Net Worth/Private Client)
Location: Boston, MA (Must reside in Boston or within a 1-2hr driving distance from there)
Salary: $100,000k - $150,000k (depending upon experience) + benefits
Summary:
This is an EXTREMELY unique opportunity to INHERIT a roughly $600k REVENUE book of business due to an upcoming retirement
Our client, a top 25 Property & Casualty Insurance Broker, is a seeking an experience Personal Lines Insurance Producer to join their growing team. This position will report to their Boston, MA office, however the position is fully REMOTE within the Greater Boston area. Our client is looking for a hunter and preferably someone who has prior experience working with and interacting with affluent clientele. If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
Qualifications:
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Personal Lines Insurance Producer/Business Development professionals in Boston
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Bob Sansone
Special Education Teacher