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RemoteUnited States only
Published
Role
Sales
Employment
Full-time
Company size
Enterprise
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

B2B insurance sales Producer for Private Client / High Net Worth accounts. Remote role reporting to a Florida agency (Palm Beach Gardens, West Palm Beach or Miami); must obtain state insurance license within 90 days. 3+ years B2B sales experience preferred and proven consultative selling to high-net-worth clients.

Core skills

Private Client/High-Net-Worth Insurance sales

Required skills

B2B salesconsultative sellingrelationship-buildingpresentation skillsaccount developmentcross-selling

Optional skills

experience selling to a specific industryexisting insurance licensureindustry designations

What you'll do

  • Conducting sales, service, and solicitation of all forms of insurance business
  • Participating in team sales situations with other producers and support personnel
  • Maximizing growth and client retention through superior customer service
  • Developing accounts and cross selling available products and services
  • Generating and pursuing new client opportunities
  • Presenting our services and solutions at prospect meetings
  • Bringing new business prospects to closure
  • Retaining clients by maintaining solid business-to-business relationships
  • Preparing and implementing an individual business plan and production budget

What they require

  • 3+ years of previous business-to-business sales experience preferred
  • Deep knowledge of the Private Client/High Net Worth insurance marketplace, with demonstrated proficiency working with premier carriers
  • Proven ability to identify, assess, and address complex personal risk exposures, providing clients with tailored insurance and risk mitigation strategies
  • Strong relationship-building skills with clients, carrier partners, underwriters, and internal associates
  • Exceptional consultative selling, communication, and presentation skills with the ability to engage high-net-worth individuals, family offices, and centers of influence
  • Ability to analyze complex coverage needs, evaluate risk profiles, and develop customized insurance programs
  • Private Client/High-Net-Worth Insurance sales experience preferred
  • Experience selling to a specific industry a plus
  • Required to obtain the appropriate state licensing with 90 days of hire
  • Preference given to those with existing insurance licensure and/or industry designations
  • Ability to work under pressure and within deadlines
  • Good listening skills and ability to determine clients’ needs efficiently

Benefits

  • Company Paid Life Insurance
  • Long-Term and Short-Term Disability
  • Medical, Dental, Vision and FSA/HAS plans
  • 401(k) with company match
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance
  • Legal and Identity Protection
  • Pet benefits
  • An awesome team of professionals
InsuranceEnterprise
Salary not disclosed