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. 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, and ensures a seamless transition to the Client Advisor.
Primary Responsibilities
Client
SRC gathers current coverage information from prospect and evaluates and analyzes, in order to prepare comprehensive risk evaluation to include product and service requirements.
Delivers individual advice including advantages and disadvantages of the various options and make recommendations during a one on one with prospects and clients.
Financial
Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect's 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 prospect's 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.
Complete funnel and other internal information tracking reports as required.
Uses system in an accurate and timely manner 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 essential.
P&C licensed and personal lines insurance experience necessary.
Bachelor's degree strongly preferred.
Some travel required.
Full time position
Salary: $81,000 - $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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