Private Client Insurance Advisor

Job Title: Private Client Insurance Advisor Reports To: National Practice Leader, Private Client Services POSITION SUMMARY Insurance advisors play a critical role in the success of the territory, region, and retail enterprise. This is a proactive, sales-focused position responsible for prospecting and closing new business to exceed personal and departmental sales goals. Insurance advisors work closely with the National Practice Leader to create and maintain a business plan designed to achieve these objectives. Insurance advisors also partner with the service team to strengthen relationships with existing clients, driving continued growth and retention. ESSENTIAL DUTIES & RESPONSIBILITIES Identify, prospect, and secure new clients using proactive prospecting methods. Networking, centers of influence, referrals, sales calls, digital outreach, and other outbound marketing efforts Meet and exceed Key Performance Indicators (KPIs) related to revenue generated, new business premium written, policies per customer, and others as assigned Develop and maintain a consistent sales pipeline throughout all stages of the sales cycle, updating the CRM to reflect current opportunity status. Present customized insurance proposals aligned with client needs, reviewing coverage options, risk management strategies, and pricing. Build and maintain client relationships in partnership with the service team to foster growth and retention of existing business. Conduct regular account reviews to identify coverage gaps, new exposures, and opportunities for additional coverage or products. Actively participate in community and industry networking events to increase personal and agency brand visibility to drive new business opportunities. Advance your professional development through continuing education, training, and industry designations. Develop working relationships with underwriters and marketing managers to stay current on underwriting guidelines, carrier appetites and product offerings Negotiate with carriers on behalf of clients to obtain competitive terms and pricing Follow agency processes and procedures, including documentation, workflow adherence, and compliance best practices to protect against errors and omissions. Attend regular individual, departmental, and regional meetings or training sessions as needed Collaborate with other departments to generate referral opportunities that expand client relationships across all lines of business CORE COMPETENCIES Prospecting and lead generation Networking and relationship building Consultative and needs-based selling Communication, presentation, and negotiation skills Collaboration and teamwork across departments Organization and attention to detail Goal-oriented, self-motivated, and accountable Analytical thinking, problem-solving, and sound judgment Commitment to learning, professional development, and continuous improvement MINIMUM QUALIFICATIONS Strong interpersonal skills, including collaboration, influencing and negotiation. Active Property & Casualty License (or ability to obtain within 60 days of hire) 3-5 years of Private Client production experience is strongly preferred Proven success in business development or insurance sales, with measurable production results Excellent written, verbal and presentation skills Proficient with Microsoft office suite and business software; Prior experience with CRM or agency management systems preferred Commitment to maintaining professional education and designations as required by the agency or Department of Insurance. JOB ENVIROMENT AND CONDITIONS Physical Demands While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Travel on a national level will be required on an as needed basis. Compensation: This opportunity offers the best of both worlds—financial stability and exceptional earning potential. During the initial validation period, producers receive a guaranteed salary along with highly competitive new business commissions, allowing them to focus on building meaningful client relationships and a strong foundation for success. Once validated, compensation transitions to even more rewarding new and renewal commission rates, creating substantial income growth opportunities as your book of business expands. In addition, producers are eligible for a bonus structure that rewards sustained performance, client retention, and profitability—ensuring you benefit not just from what you build today, but from the long-term value and success of your book. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. #J-18808-Ljbffr Sequel Insurance Agencies