[Remote] Private Client Advisor

Note: The job is a remote job and is open to candidates in USA. Gallagher is a company that helps clients face risk with confidence, providing a client-centric suite of consulting tools. The Private Client Advisor will manage personal insurance programs for High Net Worth individuals, ensuring their unique needs are met with precision and care.

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

Skills

• Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
• Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
• 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
• Professional certification preferred (CEBS, CPCU, CIC or ARM)

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

Company Overview