Private Client Sales Leader - Northern California

Risk Strategies•Burlingame, CA

4h•$180,000 - $200,000

About The Position

As Risk Strategies joins the Brown & Brown family, we are expanding our presence in Northern California and we are actively building a scalable Private Client Services (PCS) sales team designed for growth. We are seeking a Private Client Services Sales Leader to drive expansion across the region by identifying growth opportunities, increasing producer capacity through strategic hiring, and accelerating cross-sell partnerships across the practice. This is a senior sales leadership role for a PCS professional who brings immediate credibility and understands how to grow sophisticated, relationship-driven personal insurance programs for high-net-worth individuals and families. Strong producers and service teams are in place. The opportunity is to shape where and how PCS grows next in Northern California. This Role is About: PCS Growth & Expansion Identify geographic and market opportunities to expand Brown & Brown’s PCS footprint across Northern California Drive organic growth through strategic new business development and collaborative cross-sell efforts Partner closely with Commercial Lines, Employee Benefits, Retirement, and Wealth teams to expand share of wallet Driving disciplined use of CRM and pipeline analytics to inform growth decisions, hiring priorities, and cross sell opportunities Talent & Capacity Building Recruit and attract high-caliber PCS producers to support regional growth Provide strategic direction and deal support to producers Serve as a leadership resource as the PCS practice scales Client & Market Engagement Build relationships with high-net-worth individuals, advisors, and centers of influence Maintain strong carrier and wholesaler relationships for complex PCS programs Represent Brown & Brown within the Northern California market and community Conveys strategy and expectations clearly to diverse audiences What Sets You Up For Success Experience advising complex private clients, including family offices and specialty risk exposures Demonstrated ability to expand PCS business through hiring, collaboration, and opportunity identification Entrepreneurial and comfortable operating independently Collaborative across practices to drive cross-sell growth

Requirements

Active Property & Casualty license; Life & Health license preferred or ability to obtain
Bachelor’s degree or equivalent experience
Established Northern California market relationships preferred
Local travel as needed

Nice To Haves

Experience advising complex private clients, including family offices and specialty risk exposures
Demonstrated ability to expand PCS business through hiring, collaboration, and opportunity identification
Entrepreneurial and comfortable operating independently
Collaborative across practices to drive cross-sell growth

Responsibilities

Identify geographic and market opportunities to expand Brown & Brown’s PCS footprint across Northern California
Drive organic growth through strategic new business development and collaborative cross-sell efforts
Partner closely with Commercial Lines, Employee Benefits, Retirement, and Wealth teams to expand share of wallet
Driving disciplined use of CRM and pipeline analytics to inform growth decisions, hiring priorities, and cross sell opportunities
Recruit and attract high-caliber PCS producers to support regional growth
Provide strategic direction and deal support to producers
Serve as a leadership resource as the PCS practice scales
Build relationships with high-net-worth individuals, advisors, and centers of influence
Maintain strong carrier and wholesaler relationships for complex PCS programs
Represent Brown & Brown within the Northern California market and community
Conveys strategy and expectations clearly to diverse audiences