Sales & Risk Consultant

Sales & Risk Consultant responsible for gathering current coverage information from prospects, analyzing data to prepare comprehensive risk evaluations, and delivering client coverage recommendations by interpreting carrier contracts and ensuring regulatory compliance. Collaborates with Business Development Executives and Client Advisors to grow referrals, meet new business goals, and maintain accurate records in Salesforce and the EPIC Agency Management System. Requires strong knowledge of property and casualty lines, high-net-worth client service, and experience negotiating with multiple carriers to present tailored coverage options; willingness to engage in ongoing sales training and professional development. Bachelor’s degree strongly preferred; 4+ years of related experience and P&C licensing are highly valued. Benefits include generous time off, tuition reimbursement, hybrid/flexible work, and competitive total rewards.