Private Client Advisor

Gallagher•Charleston, SC

8d•Hybrid

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Producer at Gallagher, you’ll 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.

Requirements

Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR; Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR; 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

Nice To Haves

Professional certification preferred (CEBS, CPCU, CIC or ARM)

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.