What We Do
We are looking to add a Producer / Account Director – Transactional Risk Sales to our growing team. In this role, you will be responsible for advising new and existing customers on transactional risk insurance products available for risks arising in commercial transactions. If you love interacting with a variety of sophisticated stakeholders and leveraging your legal and financial acumen to solve complex issues, we’d love to talk to you.
What You'll Do
Identify and engage in new business opportunities with internal and external contacts.
Provide insurance expertise in connection with acquisitions and dispositions of assets and businesses.
Negotiate transactional risk insurance coverage options with insurance carriers, customers, and their attorneys.
Review transaction and due diligence materials to understand target company profiles and provide preliminary terms.
Analyze “critical flaws” potentially impacting the transaction and work closely with the legal team on coverage or contractual risk management issues that need to be contemplated in the purchase agreement.
Leverage deep experience, knowledge, and data, dealing with complex situations requiring creativity and ingenuity to work and close the transaction.
Serve as primary point of client contact on insurance opportunities from initial engagement through closing and policy issuance.
Deep understanding of the fundamental concepts, practices, and procedures of transactional risk insurance products and processes.
Works independently with wide latitude for decision making, communicating with key stakeholders and is seen as an expert on our team leading this important practice.
Negotiate RWI insurance policies.
Work in a fast‑paced environment, multi‑task and make quick decisions while maintaining underwriting integrity.
Who You Are and What You'll Bring
Bachelor’s degree or equivalent work experience
JD preferred
5‑7 years of successful Commercial Title/Commercial Real Estate industry experience
Proven track record of meeting and exceeding sales goals
Valid driver’s license
Reputation for building client relationships, securing new orders from new customers, and maintaining and expanding business with existing client base
Proactive communication and timely responses to clients
Compiles prospective customer lists from newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources
Develops and executes a call plan for the area assigned to include calls on and appointments with qualified developers, lenders, investors, real estate agents, brokers, attorneys, and their staff
Ideal candidate will have five or more years of M&A experience as an attorney, transactional risk broker, underwriter, accountant, investment banker, or other deal professional
Experience advising business clients on practical insurance solutions to solve complex issues arising in transactions
Property & Casualty license and Excess/Surplus Lines license, or the ability to be licensed within the first 60 days of employment
Strong written and verbal communication skills
Exceptional interpersonal, customer service, sales, and relationship management skills with ability to leverage AI tools
Willingness to travel to industry conferences and customer meetings as necessary
Strong legal and financial acumen
Base Salary $250,000 – $300,000 annually. This position may be eligible for bonus pay and/or incentives for production or other goals.
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer‑imposed criminal history requirements.
What We Offer
We embrace individuality, support it, and thrive on it. Our People First culture is inclusive for all employees — not only because it’s the right thing to do, but because it’s the key to our success. You are encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, we offer a comprehensive benefits package including medical, dental, vision, 401(k), PTO/paid sick leave and other great benefits such as an employee stock purchase plan.
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Producer - Transactional Risk Sales (Remote - US)
ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC · Santa Ana, CA, USA ·
- Pay:
- $250,000-$300,000/yr
- Job type:
- Full Time