Private Client Group Agent

🔥 1 minute ago

☕ Washington – Remote

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💵 $50k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

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Impact Performance Team

1 - 10 employees

💼 Consulting

🤝 B2B

🎯 Recruiter

Consulting • B2B • Recruitment

Impact Performance Team is a strategic advisory and consulting firm that helps small business owners and agency principals build high-performing teams, increase revenue, and scale their businesses to reach their desired lifestyle. They offer personalized consulting, hands-on implementation, fractional sales and executive leadership, and recruitment and talent-acquisition services to align teams, drive growth, and execute measurable plans.

📋 Description

• Managing a minimum of 5 warm internal lead calls per week; taking it from intake call all the way through binding their business • Managing assigned policies in the FirstMark book of business; adding and rounding out coverage for clients • Working referrals from agency owners • Working with the Corporate Lead team to manage and follow up on warm internal leads • Building lasting client relationships around the right coverage, best price, and world-class service

🎯 Requirements

• Minimum of 2 years of insurance sales experience in a client-facing role • Must have a current P&C insurance license • May be located anywhere nationwide but must be able to work PST hours (8-5, M-F) • Ability to multi-task and work in a fast paced role • Organized and proactive

🏖️ Benefits

• Commission: 40% on new business, 25% on add-on coverage and agency owner referral business • Individualized mentorship to help grow your career • Medical Insurance • Dental Insurance available • Vision Insurance available • 401(k) with company match • Paid time off • Paid continuing education

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