- 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.
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Producer - High Net Worth - Barrington, United States - The Plexus Groupe
Description
The 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.
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