High Net Worth Sales Advisor

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April 16

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Relation Insurance Services

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Finance • Insurance • B2B

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

1001 - 5000 employees

💸 Finance

🤝 B2B

📋 Description

• Responsible for new insurance account production and sales activities within assigned accounts. • Conducts research in the market and develops a client base for insurance services. • Maintains and services a profitable book of insurance business for existing clients. • Projects a professional company image through all interactions with clients and others. • Listens attentively to client needs and makes recommendations. • Designs custom insurance plans for clients and surveys loss exposures. • Assures clients are educated on payment expectations and cancellation procedures. • Participates in insurance marketing events and prepares various reports.

🎯 Requirements

• Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained. • College degree in Sales, Marketing, Business or other relevant discipline preferred. • 3 to 5 years’ sales experience in the insurance industry is preferred. • Experience working with complex personal lines coverage. • Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). • Must be computer literate with the ability to learn new software applications. • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

🏖️ Benefits

• Competitive pay. • Robust benefit program including family health and wellness programs. • 401K, employee assistance programs, paid time off, paid holidays and more. • Career advancement and development opportunities. • Paid training and continuing education to obtain/maintain your insurance license.