Personal Risk Advisor-High Net Worth- (Remote - NC, SC)
Overview
This is a remote role that may only be hired in the following locations: North Carolina or South Carolina
This position is responsible for generating affluent or high net worth personal insurance revenue. Promotes department growth by developing and retaining client relationships. Reviews and analyzes complex personal insurance risks to recommend appropriate coverage solutions. Meets business goals and profitability objectives through direct sales and referral marketing techniques.
Responsibilities
Sales & Marketing - Promotes insurance products and services to current and potential affluent clients. Uses understanding of client needs to create and present value-added solutions. Develops business opportunities through bank and Wealth partner relationships, centers of influence, and satisfied clients. Achieves goals by participating in sales forecasting, tracking, and reporting.
Account Support - Provides service to existing insurance clients. Answers inquires, determines client needs, and conducts ongoing risk analysis to verify coverage solutions.
Relationship Development - Builds relationships with Wealth, Private Banking, insurers, and clients to promote insurance products and related services.
Product Expert - Maintains insurance knowledge in this highly specialized market segment in order to meet client needs and provide value. Recommends appropriate insurance carrier and solutions to place coverage.
Qualifications
Bachelor's Degree and 6 years of experience in P&C Insurance OR High School Diploma or GED and 10 years of experience in P&C Insurance
Preferred Area of Experience: Affluent or High Net Worth insurance coverage and solutions
License or Certification Type: Property & Casualty Insurance License required
RequiredSkill(s): In depth knowledge of affluent or high net worth client needs and available solutions, Relationships with insurance carriers in this specialized segment, Ability to connect with this client segment
Preferred Qualifications
Banking Experience
National Level exposure to High Net worth clients
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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