- 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 executes 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 - California, United States - QUAD, a SolomonEdwards Company
Description
Personal Lines Insurance Producer/Business Development (High Net Worth/Private Client)
Location: (REMOTE)
Salary: $100,000k - $150,000k (depending upon experience) + benefits
Summary:
Our client, a top 25 Property & Casualty Insurance Broker, is a seeking an experienced Personal Lines Insurance Producer to join their growing team. This position will report to the NYC office; however, the position is fully REMOTE. 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:
