Private Client Advisor

Gallagher•Houston, TX

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. Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding the assets and lifestyle of successful individuals and families. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

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.
Strong communication and interpersonal skills.
Act independently with minimal direction.

Nice To Haves

Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.

Responsibilities

Develops and acquires new business revenue through consultative sales to new and existing Private Clients
Designs bespoke insurance programs with top rated carries catering the high net worth space
Partners with Client Service Managers to onboard new clients and assist in client relationship management and renewal process, as needed
In partnership with the account management team, provides service to clients according to their needs, retaining them as clients
Participate in team sales situations with other producers and support personnel
May manage overall client relationships and is supported by day-to-day account management
Develops and maintains external client referral network (centers of influence) such as bankers, wealth advisors, and attorneys catering to the High Net Worth, Ultra High Net Worth and Family Office Clientele
Applies industry technologies to new sales, additional sales to existing clients and account service
Prepares and implements an individual business plan and production budget
Develops and maintains interdivision/intercompany relationships consistent with our corporate culture

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