Insurance Advisor - Private Client Group

Job Description

Job Description

JOB TITLE: Insurance Advisor

DEPARTMENT: Sales - Private Client Group

REPORTS TO: Private Client Group Sales Leader

FLSA STATUS : Exempt

POSITION SUMMARY: The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while earning the opportunity to serve as their trusted insurance advisor. Successful candidates will have a proven track record in sales, particularly in consultative, relationship-driven environments, with the ability to convert relationships into enduring client partnerships. The ideal advisor is skilled at identifying and understanding the unique insurance needs of Private Client Group members, delivering tailored insurance solutions.

KEY RESPONSIBILITIES:

• Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting.
• Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients.
• Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews.
• Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients.
• Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients.
• Develop and implement an individual business plan annually to align with organizational goals.
• Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction.
• Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance.
• Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects.
  

FUNCTIONAL/TECHNICAL KNOWLEDGE & SKILLS:

• Exceptional communication, presentation, and relationship-building skills, both over the phone and in person.
• Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice.
• Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building.
• Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients.
• Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting.
• Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions.
• Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment.
• Knowledge of the current insurance market, competitors, and emerging trends to effectively advise clients.

QUALIFICATIONS:

• Minimum of 3 years in sales, with a proven track record of meeting or exceeding sales targets, preferably in the insurance/financial services industry.

TRAVEL: Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected. Out of town travel is minimum.

COMPENSATION INFORMATION:

• First Year Salary Range: $65,000 - $125,000
• Total Compensation = Pay + Commissions + Benefits
• FLSA Status: Exempt

CCIG OFFERS AMAZING BENEFITS: Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum. A strong work life balance, with a 37.5 hour work week and an exciting summer time off program. A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes. Dress for your day office environment and, most importantly, CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment! We offer a transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration. Our approach fairly recognizes both individual performance and team contributions, with clear criteria for advancement.