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

• Build a book of business and residual income year over year
• Opportunities for career growth and upward mobility within the organization
• Competitive, flexible benefits package that evolves with your needs
• Support for learning, professional development, and growth
• Entrepreneurial culture that empowers decision-making for customers and the organization