Account Executive - High Net Worth; Insurance

Account Executive - High Net Worth (Insurance)

We are growing exponentially and have been recognized as one of the top companies within our industry. Fully remote opportunity.

Base pay range: $110,000 – $140,000 per year.

Seniority level:
Not applicable.

Employment type:

Full-time. Job function:
Sales & Business Development. Industry: Advertising Services, Marketing Services, Technology, Information & Internet.

• Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction.
• Utilize expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up-to-date.
• Build and maintain strong relationships with clients and provide exceptional customer service.
• Collaborate with the team to develop and implement sales strategies to drive business growth.
• Stay abreast of industry trends, products, and services to provide clients with the best possible solutions.
• Conduct regular reviews of client portfolios to ensure coverage is adequate and meets evolving needs.
• Provide expert advice and guidance on a range of insurance products and services.
• Work closely with underwriters and other insurance professionals to ensure the best coverage for clients.

• Minimum of 5 years experience in the insurance sales industry, focusing on high net worth clients.
• Proficiency in AMS 360 or equivalent client management software.
• Proven track record of successfully managing and growing a portfolio of high net worth clients.
• Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets.
• Strong understanding of the insurance industry, including products, services, and regulatory requirements.
• Excellent communication and interpersonal skills, capable of building and maintaining strong client relationships.
• High degree of professionalism and integrity, with discretion regarding sensitive client information.
• Bachelor’s degree in Business, Finance, or a related field is preferred.
• Insurance certifications such as CPCU, CIC, or CRM are a plus.
• Ability to work in a fast‑paced, high‑pressure environment and manage multiple tasks simultaneously.

• Competitive compensation and benefits package.
• Stable, long‑term stability.
• Team invested in employee growth and success.
• Substantial nationwide business growth opportunities.
• Rewarding work and responsibilities.
• Fully remote opportunity.

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