- Identify potential clients, manages the client relationship, collaborating with appropriate teams within The Plexus Groupe to drive a customized experience.
- Conduct regular prospect and client meetings.
- Assesses prospects' needs and provides proposals for solutions.
- Meet retention and growth goals.
- Establish and maintain relationships with High Net Worth carriers.
- Develop and network with strategic partners in the industry.
- Maintain a comprehensive understanding of products, trends, solutions, and strategy in the market.
- Collaborate with others to drive potential cross-sell opportunities.
- Participate in renewal activities and other deliverables, as needed.
- Minimum of 5 years High Net Worth experience required.
- Existing relationships with High Net Worth carriers.
- Bachelor's degree preferred.
- Proven track record in closing new business.
- Advanced design and delivery presentation skills.
- Ability to work autonomously.
- Extensive knowledge of the insurance market.
-
Wealth Advisor
4 days ago
Cornerstone National Bank & Trust Company Palatine, United StatesJOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) desi ...
-
Advisor Development Program
3 weeks ago
Bank of America Carpentersville, United States Full timeDescription · : As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. ...
-
Wealth Advisor
2 weeks ago
Cornerstone National Bank & Trust Company Palatine, United StatesJOB DESCRIPTION · As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs. The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) des ...
-
Lead Corporate Travel Advisor
1 month ago
Flysmoother Lake Zurich, United States Full timeFlySmoother is a travel agency specializing in creating unforgettable and seamless experiences. Our mission is to deliver personalized travel experiences while providing unparalleled support from the start of planning to their return home. We foster close relationships with our c ...
-
Wealth Advisor
1 week ago
Busey Schaumburg, United StatesWHAT YOU'LL DO · The Wealth Advisor's (WA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a dee ...
-
Wealth Advisor
3 weeks ago
Mowery & Schoenfeld Lincolnshire, United StatesAre you a client advisor in search of a firm with outstanding career development? · Do you have a passionfor investments and helping others reach their financial goals through strategic wealth management? · Our rapidly growing wealth management practice presents a fantastic opp ...
-
Staff Accountant
1 week ago
The LaSalle Group Schaumburg, United StatesAre you ready to kick-start your career in accounting or finance? LaSalle Network has recently partnered with a prestigious company in the northwest suburbs of Illinois looking for Staff Accountant candidates to join their close-knit group. Due to their high net-worth clients, th ...
-
Client Associate
6 days ago
UBS Upper Arlington, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a client associate to: · • keep management systems up-to-date with client · information · • educate clients on account services and capabilities · • help with the prepara ...
-
Client Service Specialist
3 weeks ago
Mercer Global Advisors Schaumburg, United StatesMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A fam ...
-
Marsh McLennan Agency Schaumburg, United States OTHEREstablished as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice and have complex needs, limited resources and desi ...
-
Senior Wealth Advisor SAFE Act
3 weeks ago
Citi Bloomingdale, United StatesJob Description · Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth se ...
-
Clark Insurance Schaumburg, United StatesCompany: · Marsh McLennan Agency · Description: · Established as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice ...
-
Personal Lines Account Manager
3 days ago
Joseph M. Wiedemann and Sons, Inc. - Arlington Heights, IL Arlington Heights, United StatesCLIENT SERVICE REPRESENTATIVE - PERSONAL LINES ACCOUNT MANAGER · PRIMARY ROLE: · Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to: · Marketing & placement of new and existing accounts. · Achieving retention goals through p ...
-
Client Relationship Specialist
1 week ago
Larson Maddox Highland Park, United StatesPosition: Client Relationship Specialist · Type: Hybrid (3x onsite) · Job Summary: · A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly m ...
-
Relationship Manager
1 week ago
National Christian Foundation Arlington Heights, United StatesJob Description · Job DescriptionDo you want to be a part of creating a culture of generosity in Chicago and worldwide? · In the next 25 years, there will be an unprecedented wealth transfer in the United States - an estimated $84 trillion will be passed from one generation to th ...
-
Senior Accountant Tax and Audit
3 weeks ago
Sterling Freeman Downers Grove, United StatesDowner's Grove CPA firm seeks a Senior Accountant with Tax and Audit experience. High quality working environment. Strong compensation and career growth opportunities.Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entiti ...
-
Proposal Desk Associate
3 weeks ago
Envestnet Berwyn, United States Full timeDescription · Envestnet is seeking a passionate and talented Proposal Desk Associate to join our Sales team. This position is expected to report to either our Berwyn, PA or Denver, CO office. · Envestnet is transforming the way financial advice and wellness are delivered. Our mi ...
-
Administrative Assistant
4 days ago
North Bridge Staffing Group Northbrook, United StatesDo you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? · A leading tax, accounting, and consulting firm among the A ...
-
Auditor
2 weeks ago
Prestige Staffing Oak Brook, United StatesPrestige Staffing is working to fill an exciting Auditor opportunity with our client, who has been providing the highest quality tax, accounting, and consulting services to entrepreneurs, high net worth individuals, and other sophisticated clients throughout Illinois and beyond. ...
-
Vice President of Philanthropy
1 week ago
Covenant Living Communities and Services Skokie, United StatesWe Are Inspired to Serve. Join us · This is a key role on the Executive Leadership Team that reports directly to the CEO. This position is responsible for developing a systemwide philanthropic strategy and for leading all charitable giving at the corporate level, while overseeing ...
Producer - High Net Worth - Barrington, United States - The Plexus Groupe
Description
Job Description
Job DescriptionThe Plexus Groupe is looking for candidates who dream big. We currently have an opening for a High Net Worth Business Development role in our Chicago/Deer Park, IL, or Dallas, TX locations.
Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If so, then continue reading
Summary:
The Producer facilitates new business opportunities with the High Net Worth market, builds a book of business, and promotes positive on-going client relationships.
Essential Functions:
Required Experience:
The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.
PASSION. ALIGNMENT. ACTION.
With offices in Chicago, Dallas, Memphis, Oklahoma City and Tampa, The Plexus Groupe is a premier insurance brokerage and risk management consulting company. We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow. The Plexus Groupe is an equal opportunity employer.
Powered by JazzHR
7oFrGdiPMf
