High Net Worth Risk Advisor
Job Location:
Asheboro, NC - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Job Description
High Net Worth (HNW) Producer
Job Summary
Seeking experienced and driven High Net Worth (HNW) Producers to join a growing Private Client Division. This is an exciting opportunity to work with true HNW clients including those with family office backgrounds and to contribute to the expansion of a specialized and thriving department. The ideal candidate will have a proven track record in selling and closing HNW business with a deep understanding of private client needs.
Compensation Package
- Competitive Salary: Flexible and tailored to attract top talent.
- Validation Period: Typically 2 years extendable to 3 years for the right candidate.
- Benefits: Full details available upon request.
Responsibilities
- Prospect sell and close HNW business opportunities.
- Build and maintain strong relationships with HNW clients including those with family office backgrounds.
- Collaborate with a dedicated service staff to ensure seamless client support.
- Meet and exceed sales targets contributing to the growth of the Private Client Division.
- Attend occasional in-person meetings or events as required.
Qualifications/Requirements
- Licenses/Designations: CPRIA and P&C licenses required.
- Experience:
- Minimum of 3-5 years of experience in HNW sales with a preference for candidates with 5 years of experience.
- Proven ability to manage and grow a book of business with account sizes averaging $1000$10000 in revenue.
- Soft Skills:
- Strong interpersonal and communication skills.
- High level of professionalism and discretion when working with HNW clients.
- Self-motivated and results-driven.
- Ability to work collaboratively in a team environment.
- Exceptional organizational and time management skills.
- Technical Skills: Familiarity with relevant software tools is a plus.
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Required Experience:
Unclear Seniority
About Company
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