High Net Worth Insurance Producer

The Jonus Group•Washington, DC

About The Position

Looking for experienced and driven HNW Producers to join a team and contribute to the growth of a private client division. The ideal candidate will have a strong background in working with true HNW clients, preferably with experience in family office environments, and a proven ability to sell tailored insurance products. This is an exciting opportunity to join a dynamic and growing team dedicated to providing exceptional service to a private client base.

Requirements

Active CPRIA and P&C licenses are required.
Proven experience working with High Net Worth clients, preferably with a background in family office environments.
Strong sales and business development skills with a track record of meeting or exceeding targets.
Excellent communication, negotiation, and interpersonal skills.
Ability to manage complex accounts with revenue ranging from $1,000 to $10,000+.
Familiarity with private client insurance products and services.
Self-motivated, goal-oriented, and able to work independently or as part of a team.
Proficiency in relevant software tools and CRM systems.

Responsibilities

Develop and maintain relationships with High Net Worth individuals, families, and family offices.
Identify and target prospective clients to grow the private client division.
Provide tailored insurance solutions to meet the unique needs of HNW clients.
Collaborate with account managers and support staff to ensure seamless client service.
Stay informed about industry trends and market developments to offer innovative solutions.
Meet and exceed sales targets and revenue goals.
Represent the agency professionally in client meetings, industry events, and networking opportunities.