Sales Executive Private Client

World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals. Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.

Personal Lines Sales Executive (Producer)
Position Overview
Worlds Producers are responsible for building relationships generating new business and closing personal lines insurance opportunities with individuals families high-net-worth households. Leveraging Worlds expansive platform youll help clients protect their assets lifestyles and legacies while uncovering opportunities to deliver additional value through commercial insurance employee benefits retirement plans payroll and HR solutions.

This is an entrepreneurial sales role for professionals who thrive on prospecting cultivating trusted relationships and winning new business. With access to industry-leading resources market expertise and a broad portfolio of solutions youll have the opportunity to build a substantial personal lines book of business maximize your earning potential and make a meaningful impact on your clients financial security and lifestyle protection.

Primary Responsibilities

• Identify prospect and cultivate new business opportunities with an emphasis on Personal Lines and High-Net-Worth (HNW) accounts.
• Develop and execute effective sales strategies to move prospects through the sales pipeline and successfully close new business opportunities.
• Maintain accurate and up-to-date records within HubSpot and fully leverage the platform to manage opportunities pipeline activity and client relationships.
• Deliver comprehensive personal insurance and private client solutions by utilizing Worlds broad portfolio of services including homeowners automobile umbrella valuable articles excess liability and specialty coverages.
• Build long-term client relationships by identifying cross-selling opportunities and introducing additional solutions that support clients evolving personal needs.
• Serve as a trusted advisor by understanding clients lifestyles assets and long-term goals and coordinating internal resources to develop customized insurance and risk management strategies and solutions.

• Proven success in business development consultative sales and delivering value-driven solutions.
• Strong prospecting relationship management presentation negotiation and client engagement skills with a track record of developing and closing new business opportunities.
• Experience advising individuals families high-net-worth clients on personal insurance and risk management strategies.
• Experience working within an insurance brokerage personal lines agency private client practice or high-net-worth insurance environment is highly valued
• Experience utilizing CRM platforms preferably HubSpot and insurance agency management systems such as AMS360 Applied Epic or similar tools.
• Must obtain and maintain all required insurance licenses and regulatory requirements necessary to perform the responsibilities of the role.
• Self-motivated results-oriented professional with the ability to manage complex sales cycles and cultivate long-term client relationships.
• Willingness to leverage Worlds broad platform and collaborate with internal specialists to deliver comprehensive solutions that support clients evolving insurance risk management employee benefits retirement and financial service needs.

Compensation & Benefits
At World Insurance we believe high performance should be rewarded. As a Producer youll receive a competitive compensation package that includes a base salary commission opportunities and a comprehensive benefits program. Benefits include medical dental vision as well as a 401(k) plan with immediate vesting.

The anticipated base salary range for this position is $60000 to $200000 determined by factors including geographic location relevant experience demonstrated sales success and the ability to generate new business revenue. As you build your book of business expand client relationships and drive revenue growth your earning potential can increase significantly with the opportunity to exceed the stated salary range.

Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts experiences and opinions allows Worlds employees and Worlds work environments to flourish. World is honored to be an equal opportunity workplace dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of Worlds business.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.

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