High Net Worth Insurance Agent

  • ClassificationAgent/Broker
  • Salary
  • Work typeFull-time
  • LocationMichigan
  • Posted on19 Jul 2016
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High Net Worth Insurance Agent

  • Company

    Dialog Direct

  • Location

    Troy, MI

  • Website


  • Category


  • Posted On

    July 13, 2016

Position Type: Full Time
Rate of Pay: $50,000/annually + commission/bonus
Paid Time Off: Paid Holidays, Paid Vacation
Benefits: Health, Vision, Dental Insurance, including 401K
Shift Hours: Variable shifts Monday – Saturday

The agent will use their in-depth knowledge of risks and available insurance products to market suitable insurance policies to meet the needs of their customers. The agent will be working with customers that generally have 2 million+ in net worth.

Our client is the world’s leading insurance organization, serving more than 90 million customers in over 100 countries and jurisdictions. They are leading providers in property casualty insurance, life insurance, retirement products, mortgage insurance, and other financial services.

Benefits of this position:
• Competitive commission, renewal and no chargebacks
• $50,000 annual salary plus commission – permanent, full-time position
• Client provided leads targeted to High Wealth Customers – customers generally have $2million+ net wealth
• No lead generation and marketing expense
• Small Team in an Agency atmosphere
• Extensive training, mentoring and support from client
• Health, Dental, Vision, 401k, paid holidays, and paid vacation

Key Responsibilities:
• Acquire new customers while building and maintaining ongoing relationships
• Conduct sales presentations over the phone
• Gather information from customers, assess their insurance needs and risk profile
• Foresee customers’ insurance needs, such as policy renewals or amending existing policies
• Customize insurance programs to suit individual customers, often covering a variety of risks
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
• Use of advanced selling techniques in a consultative sales environment
• Calculate insurance premiums or awards / compute financial data
• Arrange specialized types of insurance coverage in complex cases
• Complete and follow-up on administrative tasks such as managing and processing paperwork, correspondence, keeping detailed records, ensure that policy requirements are fulfilled including the completion of appropriate forms
• Follow contract, property, or insurance laws
• Use computers to enter, access or retrieve data
• Advise clients on risk management and claims processing

Qualifications and Skills:
• Bachelor’s degree with concentration in a business discipline (Marketing / Finance Accounting)
• Minimum of 5 years successful full-time work experience in insurance sales or executive level occupation in the insurance industry
• Demonstrated experience in understanding the complex financial situations and lifestyles of high net worth customers
• Multiline insurance brokerage experience highly desirable
• Strong computer skills; MS Office proficiency
• Experience with software for the purpose of submitting applications and claims processing
• Currently possess a Property and Casualty license
• Strong communication and customer service skills
• Must have positive attitude, professionalism and emotional intelligence (ability to listen and empathize)
• Must be ambitious, self-motivated, and have a high energy level
• Strong organizational skills and attention to detail
• Technical knowledge related to the underwriting, claims processes, as well as, the tax and legal aspects of the products sold and potential implications for their clients

How to Apply

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