7 HIgh Net Worth Practice Leader Jobs in Alpharetta, GA
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HIgh Net Worth Practice Leader
$93k-116k (estimate)
Full Time | Business Services
1 Week Ago
The Jonus Group, LLC is Hiring a HIgh Net Worth Practice Leader Near Alpharetta, GA
Job DescriptionHigh Net Worth Insurance Practice Leader - Hybrid in Great ATL area
$150k-$180k with strong bonus opportunity
Position Overview: The High Net Worth Insurance Practice Leader is responsible for leading the high net worth (HNW) insurance practice, developing and executing strategies to grow the HNW client base, and ensuring the delivery of exceptional service to clients. This role involves managing a team of specialists, maintaining relationships with key stakeholders, and staying abreast of market trends and regulatory changes.
Key Responsibilities
$150k-$180k with strong bonus opportunity
Position Overview: The High Net Worth Insurance Practice Leader is responsible for leading the high net worth (HNW) insurance practice, developing and executing strategies to grow the HNW client base, and ensuring the delivery of exceptional service to clients. This role involves managing a team of specialists, maintaining relationships with key stakeholders, and staying abreast of market trends and regulatory changes.
Key Responsibilities
- Leadership and Management:
- Lead and manage the high net worth insurance practice team.
- Develop and implement strategies to grow the HNW client base.
- Ensure the team delivers high-quality service and advice to clients.
- Client Relationship Management:
- Build and maintain strong relationships with high net worth clients.
- Understand clients' unique insurance needs and provide tailored solutions.
- Conduct regular reviews of clients' insurance portfolios and make recommendations.
- Business Development:
- Identify and pursue new business opportunities within the high net worth segment.
- Develop marketing and sales strategies to attract and retain HNW clients.
- Collaborate with internal and external partners to expand the practice.
- Technical Expertise:
- Stay updated on market trends, products, and regulatory changes affecting high net worth clients.
- Provide technical guidance and support to the team on complex insurance matters.
- Ensure compliance with industry regulations and company policies.
- Financial Management:
- Develop and manage the practice's budget.
- Monitor financial performance and implement strategies to achieve financial targets.
- Report on the practice's performance to senior management.
- Training and Development:
- Mentor and develop team members to enhance their skills and knowledge.
- Organize and deliver training programs on high net worth insurance products and services.
- Foster a culture of continuous learning and professional development.
- Professional insurance designations are highly desirable.
- Minimum of 10 years of experience in the insurance industry, with a focus on high net worth clients.
- Proven track record in leadership, business development, and client relationship management.
- Strong understanding of high net worth insurance products and market trends.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team.
- Strategic thinking and problem-solving skills.
- High level of integrity and professionalism.
- Strong analytical and financial acumen.
- Ability to manage multiple priorities and meet deadlines.
- Proficiency in insurance management software and CRM systems.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$93k-116k (estimate)
POST DATE
06/21/2024
EXPIRATION DATE
07/19/2024
WEBSITE
jonusgroup.com
HEADQUARTERS
Wayne, PA
SIZE
100 - 200
INDUSTRY
Business Services
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