Private Client Sales Executive

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

Location – This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided home ownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA.

We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

The primary objective of this role is to generate new organic business
, with a focus on Private Client Personal Insurance
, while building strong, long‑term client relationships.

• Drive new business production through prospecting, referrals, networking, and collaboration with internal partners.
• Identify and pursue cross‑sell opportunities across Private Client Personal Insurance, personal lines, and commercial insurance.
• Partner closely with Private Client Account on ongoing policy servicing, ensuring a seamless client experience.
• Collaborate with private banking partners, the mortgage department, wealth management, and retail branches to identify opportunities and foster mutually beneficial relationships.
• Maintain a strong pipeline of prospective clients by attending networking and community events, conducting outreach, and following up on leads.
• Work closely with the Private Client Practice Leader to achieve targeted production goals and contribute to overall agency growth initiatives.
• Responsible for developing and presenting new business proposals; explaining coverage options and insurance products clearly and professionally.
• Address client questions and concerns related to new business placement in a timely and professional manner.
• Conduct initial coverage reviews and provide thoughtful insurance recommendations aligned with clients’ needs, particularly within the private client space.
• Collaborate with internal and external service and support staff to ensure efficient workflow, accurate documentation, and exceptional client service.
• Maintain accurate records and documentation in EPIC, our agency management system.
• Regular attendance is essential to this role.
• Assume additional responsibilities as requested.

• Attend networking events and community activities to enhance the agency’s visibility and attract new clients.
• Build and maintain relationships with prospective clients, industry professionals, and banking partners.
• Attend meetings and training sessions with carrier representatives.

• Collaborate closely with the Private Client Practice Leader to develop strategies and achieve production goals.
• Provide input on sales strategies, market trends, and private client initiatives.
• Attend regular sales meetings and agency events.

• Collect initial payments for new business, ensuring accuracy and proper processing.
• Obtain necessary signatures and ensure all required documents are completed and submitted in accordance with carrier and agency standards.

• Work with the Quality Control Manager and service teams to ensure documentation for new business meets agency requirements.
• Ensure the agency management system reflects accurate and up‑to‑date client and policy information.

• Collaborate with internal and external departments to ensure seamless service delivery.
• Act as a liaison between clients and agency teams during the new business onboarding.

• Represent the agency with the highest level of professionalism and integrity.
• Uphold the agency’s…