Client Executive, Private Client Group
On-site · Andover, Massachusetts, United States
Andover, Massachusetts, United StatesOn-siteFull TimeMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Join the Private Client Group as a Client Executive focusing on generating new sales and managing relationships with high net worth clients. Responsibilities include developing referral connections, advising on risk management, and participating in stewardship meetings. Key qualifications include at least 3 years of sales experience in personal lines insurance or financial services, a relevant degree, and strong communication and relationship-building skills.
Required Qualifications
- At least three (3) years of prior sales experience in personal lines insurance or financial services
- BS/BA degree in Business, Finance, Marketing or another relevant discipline required
- Success in meeting or exceeding regular sales targets
- Excellent communication skills
- Proven track record of developing referral relationships
Desired Qualifications
- Current Personal Lines license
- Local market knowledge
- Existing relationships in the industry
Additional Requirements
- Please include your resume and a cover letter when applying
- No phone calls, please
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