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Account Executive - High Net Worth (Insurance)

Jobot, Clovis, California, us, 93613

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Fully remote opportunity with a competitive salary of $110,000 - $140,000 per year.

About Us We are an industry-leading company recognized for our growth and commitment to customer service. We support our employees with a focus on growth, stability, and a rewarding work environment.

Benefits

Competitive Compensation and Benefits Package

Stable, long-term stability

Join a well-established team invested in your growth and success

Substantial business growth Nationwide

Rewarding work and responsibilities

Fully remote opportunity

Job Details We are seeking an experienced Account Executive to manage high net worth clients and provide comprehensive insurance solutions. The role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios.

Responsibilities

Develop and implement strategies to acquire and manage high net worth clients.

Utilize AMS 360 to manage client portfolios, ensuring data accuracy.

Build and maintain strong relationships with clients, providing exceptional customer service.

Collaborate with the team to develop and implement sales strategies to drive business growth.

Stay updated on industry trends, products, and services to offer clients the best solutions.

Conduct regular reviews of client portfolios to ensure adequate coverage.

Provide expert advice and guidance on various insurance products and services.

Work closely with underwriters and other professionals to ensure optimal coverage.

Qualifications

Minimum of 5 years of insurance sales experience focusing on high net worth clients.

Proficiency in AMS 360 or equivalent client management software.

Proven track record of successfully managing and growing a high net worth client portfolio.

Exceptional sales and negotiation skills with the ability to close deals and meet targets.

Strong understanding of insurance products, services, and regulatory requirements.

Excellent communication and interpersonal skills to build and maintain relationships.

High professionalism and integrity to handle sensitive client information.

Bachelor’s degree in Business, Finance, or related field preferred.

Insurance certifications such as CPCU, CIC, or CRM are a plus.

Ability to work in a fast-paced, high-pressure environment and manage multiple tasks.

Interested candidates should apply through the Easy Apply button.

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