High Net Worth Personal Lines Producer
$75kNew Day Executive Search
High Net Worth Personal Lines Producer
We are seeking a motivated High Net Worth Personal Lines Producer to grow our private client business throughout the Charlotte market. This role is ideal for a producer who thrives on relationship-building, proactive business development, and consultative sales within the affluent marketplace.
Responsibilities
- Prospect, develop, and close high net worth personal lines accounts including luxury homes, umbrella/excess liability, secondary residences, collectibles, watercraft, and specialty risks
- Build and expand referral relationships with wealth advisors, CPAs, estate attorneys, and other centers of influence
- Lead client discovery meetings, develop tailored coverage strategies, present recommendations, and close new business
- Maintain ownership of client relationships while partnering with the service team post-bind
- Achieve defined new business and advisor relationship growth goals
What We're Looking For
- 3+ years of personal lines production experience, preferably in the high net worth/private client space
- Proven success prospecting and closing new business
- Strong consultative sales and networking abilities
- Comfortable working with affluent clientele and complex risk profiles
- Active Property & Casualty license required
Compensation & Benefits
- $75,000 base salary plus strong commission splits
- Quarterly advisor relationship bonuses and annual company growth bonus opportunity
- Company-paid healthcare contribution, matching 401(k), training support, and expense account
This is not a service-heavy account management or inbound quoting role. We are looking for a true producer who is energized by networking, relationship development, and winning new business.
New Day Executive Search- ...Charlotte seeks a Private Client Risk Advisor to deliver personalized insurance solutions to high net-worth clients. The role demands advanced communication... ...candidates are detail-oriented, possess knowledge of personal lines insurance, and hold a Property & Casualty Agent's...High net worth
- ...Description COMMERCIAL PRODUCER | Top National Broker Seeking a driven, entrepreneurial Commercial Producer to join one... ...claims, operations) Cross-sell across P&C, Benefits, and Personal Lines platforms Leverage proprietary AI tools to enhance...SuggestedWork at office
- ...Commercial Lines Insurance Producer A leading insurance brokerage firm is seeking a driven professional to join its team as a commercial lines... ...emails to engage potential clients in both commercial and personal lines Consult with clients to identify needs, recommend...SuggestedBase plus commission
$16 - $20 per hour
...and prompt customer service. Identify, qualify, and develop personal insurance opportunities with new and existing clients in person... ...experience ~ Have a valid NC Insurance License ~2 years of Personal Lines account management experience. ~ Commercial Lines experience...SuggestedHourly payWork experience placementWork at office$40k - $75k
...Personal Lines Producer The Personal Lines Producer is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales and remarkets to existing clients. Responsibilities...SuggestedRemote work$98k - $162.5k
...transactions or portfolios of moderate to high complexity, completing and reviewing... ...analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts... ...performance and contributions of their line of business and/or group; and the overall...High net worthBank staffWork at officeShift workDay shift- ...credit underwriting and monitoring for clients, focusing on high-net worth relationships. Key responsibilities include credit analysis,... ...plus proficiency in relevant software. This role supports both personal growth and community impact, with a 40-hour work week expected...High net worth
- ...oriented activities such as cold calls, in-person appointments, and prospect presentations... ...manages a book of business to support high renewal rates. Collaborates with Client... ...and Casualty or Life and Health Insurance Producer License. ~4-year Degree in Business Management...High net worthFlexible hours
- ...oriented activities such as cold calls, in-person appointments, and prospect presentations... ...manages a book of business to support high renewal rates. Collaborates with Client... ...and Casualty or Life and Health Insurance Producer License. ~4-year Degree in Business Management...High net worthFlexible hours
$43k - $101k
...for exceptional individuals to join our team and contribute to our ongoing growth and success. What We’re Looking For The High Net Worth Personal Lines Account Manager is responsible for managing the insurance portfolios of high‑net‑worth clients. The individual in this...High net worthWork at officeLocal area- ...CUII/SCU is responsible for performing and documenting comprehensive financial analysis to support credit decisions for ultra-high net worth clientsincluding individuals, family offices, trusts, specialized wealth entities, operating companies, and non-profit entitieswhile...High net worthWork at officeShift workDay shift
$98k - $162.5k
...comprehensive financial analysis to support credit decisions for ultra-high-net-worth clientsincluding individuals, family offices, trusts, and... ...and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company...High net worthWork at officeShift workDay shift- ...experienced Estate Planning Attorney to join their sophisticated private client practice in Charlotte. The ideal candidate will advise high-net-worth clients on complex estate planning, wealth preservation, and trust administration matters. This role requires strong technical...High net worthPrivate practice
- ...independently managing transactions or portfolios of moderate to high complexity, completing and reviewing credit analysis,... ...in-depth financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles...High net worthBank staffWork at officeShift workDay shift
- ...us different and how you can thrive as a Producer for MMA Private Client Services –... ...offices across North America, we combine the personalized service model of a local consultant with... ...a large book of business of complex or high-yield accounts by conducting frequent sales...Local areaFlexible hoursNight shift
$47k - $65k
NFP, an Aon company, is seeking an Account Manager for their Private Client Group in Charlotte, NC. In this role, you will manage client accounts, support account management team, and maintain relationships with clients and carriers. The ideal candidate has 3+ years of ...Remote job$62.5k - $87.5k
...Nuveen, as part of TIAA, is seeking a Wealth Client Relationship Manager to enhance relationships with high-net worth clients in Charlotte, NC. This role involves working closely with Wealth Management Advisors to provide tailored financial solutions. The ideal candidate...High net worth- ...seeking an experienced Estate Planning Attorney to join our sophisticated private client practice. The ideal candidate will advise high-net-worth individuals, families, business owners, and executives on complex estate planning, wealth preservation, business succession,...High net worthPrivate practice
- ...Hybrid work opportunity in Charlotte, NC for an experienced Personal Lines Account Manager . You’ll immediately assume a lead role... ...competitive and comprehensive pricing, terms, and conditions for high net worth clients. Skills & Experience At least three (3)...High net worthLong term contractPermanent employmentContract workTemporary workImmediate start
- ...Description WTW Producers make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues. They aggressively develop and manage active pipelines, call...Temporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
- ...private foundations. This is a highly technical leadership role... ...Collaborate across service lines to support cross-functional client... ...for employees to grow, both personally and professionally. With a range... ...companies, as well as high net worth individuals, family offices,...High net worthWork at officeLocal area
- ...seeking a Financial Planning Director in Charlotte, NC to partner with Financial Advisors in delivering tailored financial plans for high-net-worth clients. In this role, you will provide expertise in tax mitigation, estate planning, and wealth transfer strategies....High net worth
- ...DESCRIPTION: Anthony Griffin - Allstate Insurance is looking for a highly motivated Sales Producer with prior experience and current insurance licenses to... ...exceed sales targets by closing policies across multiple lines of insurance. Identify customer needs and present...Remote work
- ...Description Job Description The Visual Media Producer at Mercy Church is responsible for capturing, producing, and delivering a high volume of high-quality visual content -... ...the applicant must: ~ Possess a growing, personal relationship with Jesus Christ and...Full timeFreelanceFlexible hoursAfternoon shift
$90k - $175k
...Commercial Insurance Producer We are seeking an energetic, driven and disciplined individual... ...building skills, is self-motivated, and highly competitive. Department: Insurance &... ...trusted advisors, relying on the highly personalized service we provide and our ability to...Full timeWork experience placement- ...agency is seeking a licensed Insurance Producer who is confident in building relationships... ...Prior insurance sales experience highly preferred Life & Health license is a... ...right protection, and is motivated by both personal success and team success. If you’re someone...Base plus commissionRemote work
- ...and Annuity Association of America in Charlotte, North Carolina, seeks a Wealth Planning Strategies professional to partner with high-net worth clients. This role involves understanding financial objectives, developing tailored strategies, and delivering exceptional...High net worth
- ...knowledge of private client personal products and coverages to work... ...insurance solutions to high net-worth clients, ensuring their unique... ...objectives established in the annual producer sales plan. Attend Towne... ...dealings. Personal Lines/Private Client coverage...High net worthFull time
$80k
...preferred. • Must hold a Life and Health insurance license. • Personable, highly motivated, and goal oriented. Driven to achieve individual... ...set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise...Temporary workLocal areaFlexible hours$100k - $200k
...relationships? Do you want to be part of a sales culture where producers are recognized, valued and perform significantly better than... ...insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter...Full timeTemporary workPart timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Personal Lines Producer. Be the first to apply!
- senior game producer Charlotte, NC
- development producer Charlotte, NC
- conference producer Charlotte, NC
- executive producer Charlotte, NC
- insurance producer Charlotte, NC
- line producer Charlotte, NC
- tv producer Charlotte, NC
- associate game producer Charlotte, NC
- event producer Charlotte, NC
- marketing producer Charlotte, NC


