What are the responsibilities and job description for the Private Client Sales Producer position at Foundation Risk Partners?
Foundation Risk Partners, one of the fastest-growing insurance brokerage and consulting firms in the US, is adding a Private Client Sales Producer to their Warner Companies team. The Private Client Sales Producer requires strong selling and marketing skills, working closely with new business acquisition and negotiating and affecting the acquisition and renewal of Private Client accounts.
Key Responsibilities:
- Develops sales and retention strategies with the Private Client team.
- Excellent presentation and public speaking skills.
- Develops leads, attends prospect & client appointments while developing client relationships.
- Maintains current knowledge of markets, products, and guidelines.
- Collects detailed risk and underwriting information.
- Prepares submissions for account marketing.
- Prepares quotes and analysis as required.
- Presents high-quality proposals to clients.
- Participates in marketing meetings and carrier functions.
- Identifies cross-sell opportunities.
- Maintains open item checklists, timelines, and coordinates meetings to meet client service plans.
- Builds strong relationships with clients, carriers, and referral sources.
- Networks to identify opportunities.
- Binds and processes new business.
- Communicates with Account Managers and the service team regarding account information.
Competencies and Qualifications:
- Strong negotiation, sales management, organizational, multitasking, motivational, verbal and written, problem-solving, comprehension, and self-discipline skills.
- Able to build good working relationships with clients and team members.
- Capable of making sound decisions in unusual circumstances.
- Detail-oriented with excellent follow-up.
- Flexible and creative thinker regarding process improvements.
- Ability to analyze and evaluate results to choose the best solutions.
- Ability to handle stress and manage change.
- Able to work as part of a team and mentor others.
Education and Experience:
- State-specific insurance license is required.
- 4 years of agency experience with a strong sales background.
- Willingsness to continue education is essential.
