Sales & Risk Consultant

Our client, in the insurance industry, is in need of a talented and motivated Sales & Risk Consultant to join their team ASAP!

To be considered for an interview, please make sure your application is full in line with the job specs as found below.

This role is responsible for new business development, as well as catching and closing new business opportunities. Sales & Risk Consultant (SRC) conducts a personal risk management assessment of the prospect’s portfolio and identifies the solutions and placement strategy to address their needs, and ensures a seamless transition to the Client Advisor.

Primary Responsibilities

Client

• SRC gathers current coverage information from prospect and evaluates and analyzes, in order to prepare comprehensive risk evaluation to include product and service requirements.
• Delivers individual advice including advantages and disadvantages of the various options and make recommendations during a one on one with prospects and clients.

Financial

• Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming with laws, regulations and requirements governing the insurance industry.
• Generates referrals from prospects / clients.
• Responsible for meeting new business development goals and forecasting.

Operational Excellence

• Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.
• Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.
• Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
• Complete funnel and other internal information tracking reports as required.
• Uses system in an accurate and timely manner to enter and maintain all account information.
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
• Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.

Must Have

• At least four 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.
• Some travel required.

Full time position

Salary : $81,000 - $110,000

Bonus : based on performance

Benefits : Yes

Relocation package is not provided

US Citizen / Permanent Resident

If this sounds like something you would be interested in, please submit your resume for immediate consideration!

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