Our client, in the insurance industry, is in need of a talented and motivated Sales & Risk Consultant to join their team ASAP!
This role is responsible for new business development, as well as catching and closing new business opportunities. The Sales & Risk Consultant (SRC) conducts a personal risk management assessment of the prospect’s portfolio and identifies the solutions and placement strategy to address their needs, ensuring a seamless transition to the Client Advisor.
Primary Responsibilities
Client
- SRC gathers current coverage information from prospects and evaluates and analyzes it to prepare a comprehensive risk evaluation, including product and service requirements.
- Delivers individual advice, including advantages and disadvantages of various options, and makes recommendations during one-on-one meetings with prospects and clients.
Financial
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospects’ proposals, while conforming with laws, regulations, and requirements governing the insurance industry.
- Generates referrals from prospects/clients.
- Responsible for meeting new business development goals and forecasting.
Operational Excellence
- Includes practice specialists, as needed, throughout the business development process to best manage prospects’ risk exposure.
- Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.
- Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
- Completes funnel and other internal information tracking reports as required.
- Uses systems accurately and timely to enter and maintain all account information.
- Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
- Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
Must Have
- At least four years of directly related business development/client service experience.
- Successful Sales and Risk Consultant experience with high net worth clients is essential.
- P&C licensed and personal lines insurance experience necessary.
- Bachelor’s degree strongly preferred.
- Some travel required.
Full time position
Salary: $91,000 - $110,000
Bonus: based on performance
Benefits: Yes
Relocation package is not provided
US Citizen/Permanent Resident
If this sounds like something you would be interested in, please submit your resume for immediate consideration!
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