Private Client Services Advisor
Core
Develop relationships with prospective individuals to recommend insurance solutions and manage executive-level client relationships.
Role type
Private Client Services Advisor (Sales)
Builds
Profitable book of business for individual clients
Domain
Insurance / Private Client Services
Deliverable
client delivery
Required skills
consultative sales skills, client relationship management, networking, risk management consulting, Salesforce proficiency, compliance knowledge
Preferred skills
private client services rating systems knowledge, property & casualty licensing
Technologies
Salesforce
Responsibilities
Identify and close qualified prospects, manage executive-level client relationships, coordinate client service with account management team, provide technical advice and risk management consulting, utilize MMA Sales Methodology
Seniority
Mid-level, hands-on IC