[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, providing a client-centric suite of consulting tools. The Private Client Advisor will manage personal insurance programs for High Net Worth individuals, 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