About the role

  • Gather current coverage information from prospects and evaluate and analyze data
  • Prepare comprehensive risk evaluations to include product and service requirements
  • Review and interpret carrier contract language to deliver optimal client coverage recommendations
  • Ensure regulatory requirements are met and internal policies procedures are followed
  • Work with Business Development Executives and Client Advisors to grow referral sources
  • Incorporate techniques introduced through Sales Training to enhance skills and performance

Requirements

  • 4 years of directly related business development/client service experience
  • Successful Sales and Risk Consultant experience with high net worth clients essential
  • P&C licensed and personal lines insurance experience necessary
  • Bachelor’s degree strongly preferred.

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Inclusive Culture
  • Competitive compensation

Job title

Sales & Risk Consultant

Job type

Experience level

Mid levelSenior

Salary

$65,900 - $122,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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