Sales Executive, High Net Worth Personal Insurance

FNIC-posted 2 months ago
Remote • Omaha, NE
101-250 employees
Insurance Carriers and Related Activities
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At FNIC, we believe success comes from genuine connections - with our clients, our communities, and each other. We're growing our High Net Worth Personal Lines team and looking for a Sales Executive who's ready to build meaningful relationships and deliver concierge-level service to our high-net-worth personal lines clients. This is your opportunity to work with an experienced, trusted team while helping protect what matters most to successful individuals and families.

  • Identify, solicit, and cultivate qualified High Net Worth prospects through networking, referrals, and strategic business development activities.
  • Build and maintain strong, trust-based relationships with clients by providing proactive, concierge-level service and expertise.
  • Conduct detailed risk assessments to understand clients' assets, exposures, and protection needs, ensuring a comprehensive and tailored insurance program.
  • Design, implement, and oversee personalized insurance programs for HNW individuals and families, incorporating all available FNIC resources and carrier partners.
  • Collaborate with internal specialists and external partners to deliver risk management solutions that address complex personal exposures.
  • Maintain thorough knowledge of carrier underwriting guidelines and high-value market trends to ensure clients receive optimal coverage and pricing structures.
  • Achieve established production goals through effective prospecting, cross-selling, and relationship expansion strategies.
  • Utilize advanced consultative sales techniques and sophisticated communication to educate clients on coverage options and risk mitigation opportunities.
  • Balance production to achieve a desired mix of business, aligning with FNIC's strategic growth goals and preferred carrier relationships.
  • Partner closely with Account Managers, Account Executives, and other FNIC team members to ensure a seamless client experience.
  • Remain informed of all claims, renewals, or service issues and provide leadership in resolution when necessary.
  • Actively engage in agency meetings, collaboration sessions, and interdepartmental projects to support firm-wide objectives.
  • Stay current on emerging trends in the High Net Worth insurance sector, including property valuations, risk prevention technologies, and evolving market dynamics.
  • Participate in professional associations, client events, and community engagements that enhance FNIC's visibility and credibility in the HNW space.
  • Complete required continuing education and maintain all necessary state insurance licenses and designations.
  • A valid Driver's License
  • A Resident Agent's License (or the ability to obtain within 3-6 months of hire)
  • Proven success in Personal Lines insurance sales, preferably within the High Net Worth or Private Client sector.
  • Strong understanding of complex personal insurance needs, including high-value homes, luxury assets, and personal liability programs.
  • Exceptional communication and relationship-building skills with discerning clientele.
  • Self-motivated, disciplined, and driven to achieve sales excellence and client satisfaction.
  • Advanced designations (CIC, CPRM, CISR, etc.) are a plus!
  • Competitive Pay: We offer compensation designed to reward your expertise, drive, and success.
  • Benefits: You're covered: health, dental, vision, HSA with employer contributions, 401k with match and employer contributions, employer-paid short-term & long-term disability, life insurance.
  • Dress for your day: Bring your authentic self - we trust you to dress for what your day demands.
  • Flexibility & Balance: A 37.5-hour work week, remote flexibility, and Freestyle PTO so you can take care of life outside of work, too.
  • Wellness: Stretch away the stress every morning or night with our in-office gym or workout classes. Mental health resources - EAP.
  • Education: Like to go back to school? Learn something new? We'll provide tuition reimbursement to support you in your goals.
  • Fun working environment: Who likes a boring working environment? No one. We have plenty of fun with frequent company outings, food days, and fun competitions to name a few!
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