P&C Licensed Sales Consultant
Job Summary
To support business growth, the remote Sales & Risk Consultant will gather coverage information from prospects, analyze data for risk evaluations, and negotiate with high-net-worth insurance carriers while ensuring compliance with regulations and internal policies.
Key responsibilities
- Negotiate comprehensive coverage options with multiple high-net-worth insurance carriers
- Generate referrals from centers of influence and meet new business development goals
- Utilize Salesforce and the EPIC Agency Management System for tracking and account management
Required qualifications
- 4 years of business development/client service experience
- Experience as a Sales and Risk Consultant with high-net-worth clients
- P&C license and high-net-worth personal lines insurance experience
- Bachelor's degree strongly preferred
Complete Job Description
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