High Net Worth Insurance Producer

High Net Worth (HNW) Producer

Looking for experienced and driven HNW Producers to join a team and contribute to the growth of a private client division. The ideal candidate will have a strong background in working with true HNW clients preferably with experience in family office environments and a proven ability to sell tailored insurance products. This is an exciting opportunity to join a dynamic and growing team dedicated to providing exceptional service to a private client base.

• Competitive salary with a performance-based commission structure.
• Two-year validation period (extendable to three years for the right candidate).
• Comprehensive benefits package including health dental and vision insurance.
• Opportunities for professional development and career advancement.

• Develop and maintain relationships with High Net Worth individuals families and family offices.
• Identify and target prospective clients to grow the private client division.
• Provide tailored insurance solutions to meet the unique needs of HNW clients.
• Collaborate with account managers and support staff to ensure seamless client service.
• Stay informed about industry trends and market developments to offer innovative solutions.
• Meet and exceed sales targets and revenue goals.
• Represent the agency professionally in client meetings industry events and networking opportunities.

• Active CPRIA and P&C licenses are required.
• Proven experience working with High Net Worth clients preferably with a background in family office environments.
• Strong sales and business development skills with a track record of meeting or exceeding targets.
• Excellent communication negotiation and interpersonal skills.
• Ability to manage complex accounts with revenue ranging from $1000 to $10000.
• Familiarity with private client insurance products and services.
• Self-motivated goal-oriented and able to work independently or as part of a team.
• Proficiency in relevant software tools and CRM systems.

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