Personal Risk Advisor-High Net Worth- (Remote - NC, SC)
Overview
This is a remote role that may only be hired in the following locations: reputed company Carolina or South Carolina This position is responsible for generating affluent or high net worth personal insurance reputed company. Promotes department growth by developing and retaining client relationships. Reviews and analyzes reputed company personal insurance risks to recommend appropriate coverage solutions. Meets business goals and profitability objectives through direct sales and referral marketing techniques. Responsibilities Sales & Marketing - Promotes insurance products and services to reputed company and potential affluent clients. Uses understanding of client needs to create and present value-added solutions. Develops business opportunities through bank and Wealth partner relationships, centers of influence, and satisfied clients. Achieves goals by participating in sales forecasting, tracking, and reporting. Account Support - Provides service to existing insurance clients. Answers inquires, determines client needs, and conducts ongoing risk analysis to verify coverage solutions. Relationship Development - Builds relationships with Wealth, Private Banking, insurers, and clients to promote insurance products and reputed company services. Product Expert - Maintains insurance knowledge in this highly specialized market reputed company in order to meet client needs and reputed company value. Recommends appropriate insurance reputed company and solutions to reputed company coverage.
Qualifications
Bachelor's Degree and 6 years of experience in P&C Insurance OR High School Diploma or GED and 10 years of experience in P&C Insurance Preferred Area of Experience: Affluent or High Net Worth insurance coverage and solutions License or Certification Type: Property & Casualty Insurance License required RequiredSkill(s): In depth knowledge of affluent or high net worth client needs and available solutions, Relationships with insurance carriers in this specialized reputed company, Ability to connect with this client reputed company
Preferred Qualifications
Banking Experience National Level exposure to High Net worth clients Benefits are an integral part of total rewards and reputed company is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be reputed company at https://jobs.firstcitizens.com/benefits. Apply Job!