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High Net Worth Insurance Specialist

1 month ago

Neenah, Wisconsin, United States R&R Insurance Services Full time

Are you a seasoned insurance sales professional with a proven track record of success in the High Net Worth Personal Lines space? Do you have a strong network of connections and a keen eye for identifying opportunities to grow your business? R&R Insurance Services, Inc. is a leading independent agency in the Midwest, and we're expanding our Private Client Division. We're looking for top-tier sales professionals who can leverage their expertise to drive growth and deliver exceptional results.

Your Key Responsibilities:

  • Cultivate relationships with High Net Worth individuals and generate qualified leads
  • Convert qualified Private Client suspects and prospects into customers
  • Broaden R&R's Private Client reach through targeted connections, events, and sponsorships
  • Maintain personal accountability and exceed established sales goals
  • Underwrite risks and provide expertise, knowledge, and advice to discerning clients
  • Analyze coverage, prepare detailed proposals, present solutions, and close sales
  • Build relationships with key insurance carriers to negotiate coverages and opportunities
  • Network in the community, develop centers of influence, and maintain a strong pipeline
  • Work with our in-house marketing team to develop and implement personalized campaigns
  • Utilize agency resources to serve clients before, during, and after the sales process

We're the Knowledge Brokers, and we're searching for exceptionally talented, bright, and driven individuals to join our team. If you have a passion for delivering exceptional results and a strong desire to succeed, we'd love to hear from you. We're looking for someone with 3+ years of proven successful Personal Lines sales experience specifically focused on Private Client and High Net Worth Individuals. You'll need a Bachelor's Degree or equivalent experience, and all the intangibles that go along with being a successful sales professional; initiative, professionalism, accountability, and the ability to communicate, market, and close deals. A P&C License and the means to conduct local travel is required.

We offer a competitive compensation package, including a base salary, commission, and benefits. Our state-of-the-art corporate headquarters features cutting-edge technology, an on-site fitness center, and a collaborative work environment. If you're looking to take your career to the next level, we'd love to hear from you.