Private Client - Sales Executive

About the Role

A Private Client Producer prospects for Affluent and High Net Worth clients based on local networks, connections, and communities. Supported by HUB International’s corporate and regional offices, you will create your own entrepreneurial journey while ensuring superior customer service and client satisfaction.

Responsibilities

• Develop Centers of Influence and Lead Source Partners through networking and marketing (e.g., Realtors, Mortgage Brokers, Wealth Managers).
• Generate and pursue new client opportunities.
• Present services and solutions at prospect meetings.
• Bring new business prospects to closure.
• Retain clients by maintaining strong business-to-business relationships.

Requirements

• Independent self-starter with the ability to sell and develop strong High Net Worth relationships.
• Confidence in cold-calling, networking, and developing new business.
• Insurance sales experience preferred.
• Bachelor’s degree preferred.
• Maintain an existing referral network and centers of influence.
• Property and Casualty Insurance License required.

2-5 years of relevant experience.

Benefits

• Work-life balance with a comprehensive benefits package for health, wellness, and financial future.
• Build residual income year over year by developing a book of business.
• Support for learning, growth, and career advancement within the organization.
• Entrepreneurial culture with opportunities for professional development and industry knowledge expansion.
• Competitive and flexible benefits options tailored to evolving needs.