Sales & Risk Consultant - San Francisco

Our client, in the insurance industry, is in need of a talented and motivated Sales & Risk Consultant to join their team ASAP!

This role is responsible for new business development, as well as catching and closing new business opportunities. Sales & Risk Consultant (SRC) conducts a personal risk management assessment of the prospect’s portfolio and identifies the solutions and placement strategy to address their needs, and ensures a seamless transition to the Client Advisor.

Primary Reponsibilities

Client

• SRC gathers current coverage information from prospect and evaluates and analyzes, in order to prepare comprehensive risk evaluation to include product and service requirements.
• Delivers individual advice including advantages and disadvantages of the various options and make recommendations during a one on one with prospects and clients.

Financial

• Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming with laws, regulations and requirements governing the insurance industry.
• Generates referrals from prospects/clients.
• Responsible for meeting new business development goals and forecasting.

Operational Excellence

• Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.
• Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.
• Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
• Complete funnel and other internal information tracking reports as required.
• Uses system in an accurate and timely manner to enter and maintain all account information.
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
• Reviews and interprets carrier contract language to deliver optimal client coverage recommendations

Must Have

• At least four years of directly related business development/client service experience.
• Successful Sales and Risk Consultant experience with high net worth clients essential.
• P&C licensed and personal lines insurance experience necessary.
• Bachelor’s degree strongly preferred.
• Some travel required.

Full time position

Salary: $91,000 - $110,000

Bonus: based on performance

Benefits: Yes

Relocation package is not provided

US Citizen/Permanent Resident

If this sounds like something you would be interested in, please submit your resume for immediate consideration!