Personal Risk (High Net-Worth) Sales Executive

Job Summary:

THE COMPANY

Lockton is the world’s largest privately owned, independent insurance broker. More than 10,000 Associates provide 52,000 clients around the world with risk management, insurance, and employee benefits consulting services. Founded in 1966, Lockton, a Producer-led company, has become a $3+ billion-dollar organization with 57 years of uninterrupted annual revenue growth fueled almost entirely organically. Lockton’s private ownership coupled with local governance for each office allows it to stay squarely focused on the three constituencies it believes drive business success – its clients, its Associates, and the communities in which it does business. Lockton’s 27 percent organic growth rate in fiscal 2022 and its 97 percent client loyalty are the results of a singular focus on its clients, rather than on quarterly results. For the second consecutive year, Lockton has earned the top spot among large commercial brokers in the J.D. Power customer satisfaction study, and for ten consecutive years, Lockton has been named a Best Place to Work in Insurance by Business Insurance magazine and in the past 14 years, has been named an America’s Best Employers by Forbes. More details: www.lockton.com.

POSITION SUMMARY

In this position, you will produce new high-net-worth personal insurance clients using a consultative, trusted advisor, approach. You will work with your clients to make their lives better, allow them to sleep better, and focus their personal time on their hobbies and pursuits with peace of mind.

RESPONSIBILITIES AND DUTIES

You will build referral networks externally with Wealth Advisors, Private Bankers, Trust Attorneys, and multi-family-offices.
You will also build internal relationships for cross-sell purposes and are responsible for assisting the service team in stewardship and retention.
Our ideal candidate will be a fearless hunter who holds themselves to the highest standards of professional ethics.
You will take pride in building an understanding of what differentiates Lockton and serve as an advocate for Lockton’s business philosophies, which focus on helping our internal and external clients make their lives better.
You will be responsible for creating a working business plan, market strategies, and financial targets.
Requirements:

EDUCATION AND EXPERIENCE

The qualities and potential of candidates are the most important factors in Lockton's hiring decisions. With this said, the following are general guidelines for educational background and work experience:

Bachelor's degree or equivalent years of experience.
Minimum 5+ years of insurance/business development experience with a solid, successful track record evidencing exceptional levels of sales achievement.
Professional accomplishments must demonstrate capability and an affinity for revenue-generating sales activities, along with leadership, building client relationships and successfully managing the business development process.
Direct experience in developing relationships and closing sales with high-net-worth individuals is required.
Demonstrated success in serving as a consultative business partner in the sales process, interfacing with and selling products to a broad base of sophisticated personal clients.
PERSONAL CHARACTERISTICS

Significant self-starting drive, a results-oriented entrepreneur who is passionate about sales, relationship building, and business development.
Exceptional work ethic focused on revenue-producing results.
Engaging, empathetic, energetic, diplomatic, honest, and one who follows through on commitments.
Possess exceptional business acumen with the ability to grasp broad business concepts and tactical operational considerations.
Persuasive with the ability to motivate people to take willing action.
Independent thinker with the ability to make decisions without precedent.
Adept at covering a wide scope of activity with relationships.
Flexibility and mobility to juggle multiple priorities and cover a wide scope of responsibilities.
Excellent written and verbal communication skills, exhibiting the ability to deliver both formal and off-the-cuff sales presentations with credibility and professional poise.

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