Private Client - Sales Executive
About the Role
As a Private Client Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, and communities. You will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.
Responsibilities
- Develop Centers of Influence and Lead Source Partners through networking and marketing – Realtors, Mortgage Brokers, Wealth Managers, etc.
- Generate and pursue new client opportunities
- Present our services and solutions at prospect meetings
- Bring new business prospects to closure
- Retain clients by maintaining solid business-to-business relationships
Requirements
- Independent self-starter who is able to sell and develop strong High Net Worth relationships
- Confident professional who is not afraid of cold-calling, networking, and developing new business
- Insurance sales experience preferred
- Bachelor’s degree preferred
- Maintain an existing referral network and centers of influence
- Maintain a Property and Casualty Insurance License
Required Experience: 2-5 years of relevant experience
Required Education: Bachelor's degree (4-year degree)
Benefits
- Competitive and flexible benefits options that evolve as your needs change
- Opportunity to build a book of business and residual income year over year
- Fostered learning, support, and encouragement for growth
- Opportunities for career advancement within the organization
HUB International offers a competitive, exciting, and friendly work environment that strategically positions employees for longevity and success. We invest in the future of our employees and provide continuous opportunities for growth and development.