Current jobs related to High Net Worth Insurance Producer Leader - Atlanta, Georgia - Truist


  • Atlanta, Georgia, United States Novatae Risk Group Full time

    Job OverviewNovatae Risk Group is a national wholesale/brokerage for hard-to-place commercial insurance coverages. We are seeking experienced professionals to oversee the preparation of submissions, including applications and support documents, and to favorably present accounts to insurance carriers.Key Responsibilities:Oversee the preparation of...


  • Atlanta, Georgia, United States Provision People Full time

    Senior Tax Manager - High Net WorthProvision People is seeking a seasoned Senior Tax Manager to lead our High Net Worth team. As a trusted advisor, you will provide strategic tax guidance to ultra-high-net-worth individuals and families, helping them navigate complex tax matters and optimize their financial strategies.Key Responsibilities:Provide...


  • Atlanta, Georgia, United States Provision People Full time

    Senior Tax Manager for High Net Worth IndividualsProvision People is seeking a seasoned Senior Tax Manager to lead our high net worth tax planning and compliance team. As a trusted advisor, you will provide strategic tax guidance to ultra-high-net-worth individuals and families, helping them navigate complex tax matters and optimize their financial...


  • Atlanta, Georgia, United States Provision People Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Provision People. As a Tax Manager for High Net Worth Individuals, you will play a pivotal role in providing comprehensive tax services to ultra-high-net-worth individuals and families.Key ResponsibilitiesProvide strategic tax advice and compliance services to high-net-worth...

  • Tax Manager

    2 weeks ago


    Atlanta, Georgia, United States Frazier & Deeter Full time

    Join Our Team as a Tax Manager - High Net WorthFrazier & Deeter is a rapidly growing Top 50 accounting and advisory firm that has been recognized for its commitment to excellence and innovation. We are seeking a highly skilled Tax Manager to join our team and contribute to the success of our High Net Worth clients.About the RoleAs a Tax Manager, you will be...

  • Tax Manager

    2 weeks ago


    Atlanta, Georgia, United States Accountants One Full time

    Accountants One is seeking a highly skilled Tax Manager to join their high net worth division. This is an excellent opportunity for a tax professional to make a significant impact on the firm's growth and success. The successful candidate will have extensive technical expertise in tax and tax advisory, as well as stellar communication and presentation...

  • Tax Manager

    2 weeks ago


    Atlanta, Georgia, United States Accountants One, Inc. Full time

    Accountants One, Inc. is seeking a Tax Manager to join their high net worth division. This is an excellent opportunity to contribute to the growth and success of a reputable firm. The successful candidate will have a strong technical background in tax and tax advisory, as well as excellent communication and presentation skills.The ideal candidate will have...

  • Tax Manager

    2 weeks ago


    Atlanta, Georgia, United States CyberCoders Full time

    Job SummaryWe are seeking a highly experienced Tax Manager to join our team in the High Net Worth Individuals department. As a Tax Manager, you will be responsible for reviewing and signing individual, trust, partnership, and corporate multistate tax returns. You will also communicate complex tax planning projections for individual and corporate estimated...


  • Atlanta, Georgia, United States WCM Global Wealth, LLC Full time

    Job DescriptionWCM Global Wealth, LLC is seeking a seasoned Business Development Director to join our team in Atlanta, GA. As a key member of our organization, you will be responsible for driving new business growth, developing strategic partnerships, and delivering exceptional client service.Key Responsibilities:Develop and execute business development...


  • Atlanta, Georgia, United States Frazier & Deeter Full time

    At Frazier & Deeter, we're seeking a highly skilled Tax Senior Manager to join our team and focus on serving our High Net Worth clients.Job Details: As a Tax Senior Manager, you will work closely with partners, staff, and clients to plan, supervise, review, and complete client engagements. Our Tax Managers provide proactive tax savings and profitability...


  • Atlanta, Georgia, United States Winged Keel Group Full time

    Firm OverviewWinged Keel Group is a leading independent life insurance brokerage firm that excels in creating and implementing tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families.Job SummaryThe Producer/Client Relationship Manager (CRM) is a key role responsible for proactively marketing the...

  • Tax Manager

    2 weeks ago


    Atlanta, Georgia, United States NorthPoint Search Group Inc Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team in metro Atlanta. As a Tax Manager, you will lead and mentor team members in various areas of tax compliance and consulting engagements. You will manage engagements and client communications while fostering a collaborative environment to bring value to clients.Key ResponsibilitiesLead...

  • Market Leader

    3 days ago


    Atlanta, Georgia, United States Worth Clark Realty Full time

    Market Leader Position at Worth Clark RealtyJoin our team of entrepreneurial agents and take on a leadership role at Worth Clark RealtyAbout the JobAs a Market Leader at Worth Clark Realty, you will be responsible for assisting licensees with questions and issues related to conducting brokerage activities in your market. You will also assist with disputes...


  • Atlanta, Georgia, United States USI Insurance Services Full time

    Job Title: Employee Benefits Practice LeaderUSI Insurance Services is seeking a highly motivated and experienced Employee Benefits Practice Leader to drive continuous revenue growth for our organization. As a key member of our Regional Executive Leadership Team, you will be responsible for managing our sales producers and achieving sales and budget goals.Key...


  • Atlanta, Georgia, United States Griffin & Company Insurance Full time

    Job Title: Commercial Insurance Sales ProducerAbout Us:Griffin & Company Insurance is a leading independent insurance agency that prides itself on building long-term partnerships with its clients. We take the time to understand our clients' unique needs and provide tailored insurance solutions to meet their goals.Job Summary:The Commercial Insurance Sales...


  • Atlanta, Georgia, United States Griffin & Company Insurance Full time

    Job DescriptionAbout UsAt Griffin & Company Insurance, we build long-term partnerships with our clients, exceeding their expectations in both products and service. We approach every new client as a new relationship, a partnership. We collaborate with you, getting to know your life inside and out, and find the right coverage for all your needs.We offer...


  • Atlanta, Georgia, United States World Insurance Associates LLC Full time

    Unlock Your Potential in Commercial Insurance SalesAre you a sales professional looking for a new challenge? Do you have a passion for building relationships and driving business growth? We're seeking an experienced Commercial Insurance Sales Producer to join our team at World Insurance Associates LLC.Key Responsibilities:Identify and cultivate new business...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Summary:The Wealth Consultant is responsible for identifying, engaging, and acquiring high net worth clients and prospects in holistic wealth management planning. This role serves as a primary relationship manager for high net worth clients and families, coordinating advice and activities with other members of the Wealth team. The ideal candidate will...

  • Producer

    2 weeks ago


    Atlanta, Georgia, United States PointeNorth Insurance Group Full time

    Job Summary PointeNorth Insurance Group is seeking a highly motivated and experienced Producer to join our team. As a Producer, you will be responsible for prospecting, developing, and acquiring new business revenue through sales to new and existing clients. Key Responsibilities: * Develop and maintain a prospect list by building professional contacts...


  • Atlanta, Georgia, United States Capstone Search Group Full time

    About the RoleAs a seasoned leader, you will oversee the client experience, staff oversight, and team development for a prestigious insurance agency specializing in high net worth personal lines. This collaborative position works closely with internal and external partners to deliver an innovative, best-in-class approach to client management, resulting in...

High Net Worth Insurance Producer Leader

2 months ago


Atlanta, Georgia, United States Truist Full time
Job Summary

This is a challenging and rewarding opportunity for a seasoned insurance professional to lead our high net worth insurance team. As a key member of our organization, you will be responsible for driving business growth, developing and executing marketing strategies, and delivering exceptional customer service.

Key Responsibilities
  • Business Development: Identify and pursue new business opportunities, develop and maintain relationships with key clients, and negotiate and close deals.
  • Marketing and Strategy: Develop and execute marketing plans and strategies to drive business growth, identify and capitalize on new market opportunities, and stay ahead of the competition.
  • Customer Service: Provide exceptional customer service, respond to client inquiries and concerns, and ensure that client needs are met.
  • Product Knowledge: Stay up-to-date on industry trends, product offerings, and regulatory requirements, and provide expert advice to clients.
  • Leadership and Team Management: Lead and manage a team of insurance professionals, provide guidance and support, and ensure that team members have the resources and training they need to succeed.
Requirements
  • Education: Bachelor's degree in a relevant field, such as business, finance, or insurance.
  • Experience: Minimum of 3 years of experience in the insurance industry, with a proven track record of success in business development, marketing, and customer service.
  • Skills: Strong business acumen, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
  • Certifications: Relevant industry certifications, such as CPCU or CLU.
Benefits

As a member of the Truist team, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive paid time off, including vacation and sick leave, and paid holidays.