Private Client Advisor

United States

Full-time

Remote

$116K/yr - $227K/yr

Entry, Mid Level

Gallagher is a company that helps clients face risk with confidence, providing tailored insurance solutions. As a Private Client Producer, you will manage personal insurance programs for High Net Worth individuals, ensuring their unique needs are met with precision and care.

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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

Qualification

Required

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

Preferred

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

Gallagher is an international insurance brokerage and risk management services firm.

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