Sales Executive - Private Client
$60,000–$200,000 year
On-site · Denver, Colorado, United States
Job Summary
Private Client Sales Executive responsibilities include identifying, prospecting, and cultivating new personal lines opportunities with a focus on High-Net-Worth and Private Client accounts; developing relationships with affluent individuals, families, family offices, wealth managers, and referral partners; serving as a trusted risk-management advisor by understanding clients’ lifestyles and long-term goals to tailor risk solutions; executing sales and marketing strategies to move prospects through the sales funnel to close; tracking sales activity in HubSpot and leveraging CRM tools to drive growth; utilizing World’s platform to deliver comprehensive personal lines insurance solutions and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate.
Required Qualifications
- Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
- Active and maintained insurance licenses from day one of employment
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