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Sales Executive Personal Lines High Net Worth
Sales Executive Personal Lines High Net WorthWorld Insurance Associates. • Scottsdale, Arizona, USA
Sales Executive Personal Lines High Net Worth

Sales Executive Personal Lines High Net Worth

World Insurance Associates. • Scottsdale, Arizona, USA
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

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.

Insurance Sales Producer - Personal Lines Client Advisor

Position Overview

Worlds Client Advisors bring risk management solutions to businesses and primary focus is identifying prospecting cultivating and closing new commercial clients (small medium large) leveraging Worlds unique niche. While your focus is selling commercial lines risk solutions you also are empowered to help clients with personal lines insurance employee benefits 401(k) and related retirement solutions and payroll and human resources outsourcing solutions. Worlds investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential.

Primary Responsibilities

  • Identify prospect and cultivate new business opportunities focusing on High- Net worth and Private Clientaccounts including affluent individuals family offices wealth managers and key centers of influence
  • Engage in all salesand marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
  • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
  • Utilize Worlds broad platform to bring risk management solutions toindividuals and business owners. At World you will have access to resources to help any client solve any challenge including traditional commercial lines insurance high net worth / private client employee benefits human capital and payroll outsourcing and retirement financial services.

Qualifications

  • Must have proven experience with a range of insurancesolutions to bring value to clients
  • Must be willing to become each clients trusted risk management advisor and bring the entire World platform to each client (P&C Employee Benefits Retirement Plans Wholesale and Payroll and Human Resources outsourcing services)
  • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
  • It is meaningful but not mandatory if you have :
  • Sold commercial insurance for a top broker. Based on your experience World will enhance your expertise through the companys training program;

  • Used an insurance agency management software platform like AMS360 and Epic and haveexperience with a sales CRM (World uses HubSpot); and
  • Built and presented client pitch decks / presentations.
  • Compensation

    As a World Insurance Client Advisor your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits including a 401(k) match that is immediately fully vested. The base salary range for this role is $60000 to $200000. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows with tremendous potential to significantly exceed the top of this 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 Talent team.

    #LI-MS1

    Required Experience :

    Senior IC

    Key Skills

    Customer Service,Data Networking,Horticulture,Fashion Designing,Guest Services,ACCA

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 60000 - 200000

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