Producer
Core
Sales professional responsible for turning prospects into clients by closing business deals for private client insurance solutions.
Role type
Senior individual contributor sales producer
Builds
Sales proposals, presentations, RFP responses, and client relationships
Domain
Insurance / Private Client Services
Required skills
Broker License, new business development, complex account management, sales strategy, proposal creation, market research, stakeholder management, cross-sell opportunities
Preferred skills
Private Client insurance experience, Epic agency management system, professional network management, travel availability
Technologies
Epic
Responsibilities
Execute sales goals by maintaining a large book of business of complex or high-yield accounts; Apply market and service offering insights to prospective Centers of Influence; Create sales proposals and RFP responses; Lead complex account processes from identification to closing; Manage research efforts to identify potential relationship needs and target new accounts; Interface with account representatives to ensure service satisfaction and explore cross-sell opportunities
Seniority
Senior, seasoned individual contributor