Sales Executive, High Net Worth Personal Insurance

Are you looking for

• Time back in your day
• Flexible schedule including work-from-home options
• Freestyle PTO to fit your personal and professional needs
• Fun collaborative culture that values relationships
• Growth & development opportunities including tuition reimbursement

At FNIC we believe success comes from genuine connections with our clients our communities and each other.

Were growing our High Net Worth Personal Lines team and looking for a Sales Executive whos ready to build meaningful relationships and deliver concierge-level service to our high-net-worth personal lines clients. This is your opportunity to work with an experienced trusted team while helping protect what matters most to successful individuals and families.

What Youll Do

As a Sales Executive High Net Worth youll be the go-to expert for clients with complex personal insurance needs offering customized protection proactive advice and an exceptional client experience.

Heres what your work will look like...

Client Acquisition and Relationship Management

• Identify solicit and cultivate qualified High Net Worth prospects through networking referrals and strategic business development activities.
• Build and maintain strong trust-based relationships with clients by providing proactive concierge-level service and expertise.
• Conduct detailed risk assessments to understand clients assets exposures and protection needs ensuring a comprehensive and tailored insurance program.

Program Design and Risk Management

• Design implement and oversee personalized insurance programs for HNW individuals and families incorporating all available FNIC resources and carrier partners.
• Collaborate with internal specialists and external partners to deliver risk management solutions that address complex personal exposures (e.g. high-value homes fine art luxury vehicles watercraft and umbrella programs).
• Maintain thorough knowledge of carrier underwriting guidelines and high-value market trends to ensure clients receive optimal coverage and pricing structures.

Sales and Business Development

• Achieve established production goals through effective prospecting cross-selling and relationship expansion strategies.
• Utilize advanced consultative sales techniques and sophisticated communication to educate clients on coverage options and risk mitigation opportunities.
• Balance production to achieve a desired mix of business aligning with FNICs strategic growth goals and preferred carrier relationships.

Collaboration and Client Service

• Partner closely with Account Managers Account Executives and other FNIC team members to ensure a seamless client experience.
• Remain informed of all claims renewals or service issues and provide leadership in resolution when necessary.
• Actively engage in agency meetings collaboration sessions and interdepartmental projects to support firm-wide objectives.
• Professional Development and Community Engagement
• Stay current on emerging trends in the High Net Worth insurance sector including property valuations risk prevention technologies and evolving market dynamics.
• Participate in professional associations client events and community engagements that enhance FNICs visibility and credibility in the HNW space.
• Complete required continuing education and maintain all necessary state insurance licenses and designations.

Okay so whats in it for me

While we expect a lot from our employees at FNIC we also provide a lot in return.

• Competitive Pay: We offer compensation designed to reward your expertise drive and success.
• Benefits: Youre covered: health dental vision HSA with employer contributions 401k with match and employer contributions employer-paid short-term & long-term disability life insurance
• Dress for your day: Bring your authentic self we trust you to dress for what your day demands..
• Flexibility & Balance: Remote flexibility and Freestyle PTO so you can take care of life outside of work too.
• Wellness: Stretch away the stress every morning or night with our in-office gym or workout classes. Mental health resources - EAP
• Education: Like to go back to school Learn something new Well provide tuition reimbursement to support you in your goals.
• Fun working environment: Who likes a boring working environment No one. We have plenty of fun with frequent company outings food days and fun competitions to name a few!

What do I need to know

You have to have

• A valid Drivers License
• A Resident Agents License (or the ability to obtain within 3-6 months of hire)
• Proven success in Personal Lines insurance sales preferably within the High Net Worth or Private Client sector.
• Strong understanding of complex personal insurance needs including high-value homes luxury assets and personal liability programs.
• Exceptional communication and relationship-building skills with discerning clientele.
• Self-motivated disciplined and driven to achieve sales excellence and client satisfaction.
• Advanced designations (CIC CPRM CISR etc.) are a plus!