New Job Opening: High Net Worth Insurance Producer in Boston, MA

Job Description

High Net Worth (HNW) Producer

Job Summary

Seeking experienced and driven HNW Producers to join a team. This role focuses on targeting true HNW individuals, ideally with a background in family office environments, to deliver tailored insurance solutions. The position offers a unique opportunity to work with a dedicated team and contribute to the growth of a specialized division.

Compensation Package

• Base Salary: Competitive, commensurate with experience.


• Commission Structure: Similar to Commercial Lines producers, with a typical two-year validation period (extendable to three years for exceptional candidates).


• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Develop and maintain relationships with High Net Worth individuals and families, with a focus on true private client business.


• Identify and target potential clients, leveraging expertise in family office environments and HNW markets.


• Collaborate with internal teams to design and deliver customized insurance solutions tailored to client needs.


• Manage a portfolio of accounts, with average revenue ranging from $1,000 to $10,000 per account.


• Drive new business growth while maintaining and expanding existing client relationships.


• Stay informed about industry trends and market developments to provide clients with the best possible advice and solutions.

Qualifications/Requirements

• Licenses/Certifications: CPRIA and P&C licenses are required.


• Experience: Proven track record in HNW insurance sales, with a strong understanding of private client business and family office dynamics.


• Soft Skills:
  
  
  
  • Exceptional interpersonal and communication skills.
  
  
  • Strong negotiation and relationship-building abilities.
  
  
  • High level of professionalism and discretion.
  
  
  • Self-motivated with a results-driven mindset.
  
  
  • Ability to work collaboratively in a team-oriented environment.
  
  
  
  


• Technical Skills: Proficiency in relevant insurance software and tools.


• Work Arrangement: Open to remote work for strong candidates, with a preference for hybrid arrangements in a nearby office.

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