CareerPlan

Private Client Business Development Executive

Washington D.C., DC, USFull-time2026-07-05 → 2026-11-09
Hybrid

Core

Drive new business growth for private client insurance solutions by managing a portfolio of potential accounts and executing sales strategies.

Role type

Business Development Executive (Sales)

Builds

New business revenue for private client insurance products

Domain

Insurance / Private Client Services

Required skills

Sales execution, market research, stakeholder management, network cultivation, competitive analysis, deal process support

Preferred skills

Broker License, large group insurance experience, individual and group insurance product knowledge

Technologies

CRM tools, market research platforms

Responsibilities

Conduct sales calls and presentations to meet target sales expectations, utilize existing networks and lead lists to generate business interest, perform targeted market research to identify opportunities, interface with senior stakeholders to assist in the deal process, attend industry conferences and events to expand professional networks

Seniority

Mid-Senior, hands-on IC