Property and Casualty Insurance Advisor

A company is looking for a High Net Worth Advisor.

Key Responsibilities

Achieves annual revenue objectives through sales to new clients and expanding services to existing clients

Builds an active pipeline of qualified prospects and documents new business activity in the sales tracking system

Serves as a valued advisor to clients, assessing risk issues and providing recommendations based on a consultative selling approach

Required Qualifications

Property and Casualty Insurance License is required and must be maintained

College degree or a minimum of 2 years' sales experience in the insurance industry is preferred

Experience with complex commercial coverage

In-depth understanding of insurance markets, products, and underwriting procedures

Proficient skills in Microsoft Office, particularly Excel, PowerPoint, and Word