[Remote] Private Client Advisor

Note: The job is a remote job and is open to candidates in USA. Gallagher is a company that helps clients face risk with confidence by providing tailored insurance solutions. As a Private Client Producer, you will be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

Responsibilities

• Develops and acquires new business revenue through sales to new and existing clients
• Provides service to clients according to their needs, retaining them as clients
• Participates in team sales situations with other producers and support personnel
• May manage overall client relationships and is supported by day-to-day account management
• Assists, educates and develops other staff members in new client sales situations and existing client service requirements
• Applies industry technologies to new sales, additional sales to existing clients and account service
• Provides direction in account transfer situations
• Prepares and implements an individual business plan and production budget
• Develops and maintains inter-division/intercompany relationships consistent with our corporate culture

Skills

• Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
• Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
• High School Diploma/GED and 6 years experience with appropriate insurance licensing required
• Ability to work independently with minimal supervision
• Strong communication and interpersonal skills
• Professional certification preferred (CEBS, CPCU, CIC or ARM)

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program

Company Overview