Personal Lines Sales Broker – High Net Worth

The Opportunity

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Our client, a well-established and growing insurance brokerage, is seeking an experienced Personal Lines Sales Broker to join its team. This role is ideal for a motivated sales professional with expertise in the High Net Worth market who enjoys building relationships, developing new business opportunities, and delivering exceptional client service.

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The successful candidate will play a key role in expanding the brokerage’s personal insurance portfolio while providing tailored solutions to affluent clients and collaborating with internal partners to maximize growth opportunities.

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Key Responsibilities

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Sales & Business Development

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• Meet or exceed monthly sales and production targets.
• Manage inbound and outbound sales inquiries and prospect communications.
• Develop and execute prospecting and marketing strategies to generate new business opportunities.
• Build and maintain a robust pipeline of referral sources, networking contacts, and prospective clients.
• Identify opportunities for cross-selling and collaborate with internal teams to expand client relationships.
• Participate in networking events, industry functions, and community activities to build brand awareness and generate leads.

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Client Advisory & Service

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• Provide clients with professional insurance advice and customized coverage recommendations.
• Deliver exceptional customer service throughout the sales process and beyond.
• Respond promptly and professionally to client inquiries and concerns.
• Assess client needs and present insurance solutions that align with their unique circumstances and risk profiles.
• Maintain strong relationships with clients to encourage retention and referrals.

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Administration & Compliance

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• Complete all required documentation accurately and efficiently.
• Ensure client files and records are maintained in accordance with brokerage standards and regulatory requirements.
• Utilize brokerage systems and tools to manage client information, quotes, and sales activities.
• Adhere to all licensing, compliance, and professional standards.

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Qualifications

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• Minimum 3 years of successful Personal Lines sales experience, preferably within the High Net Worth market.
• Active RIBO license required.
• Post-secondary education in a related discipline is preferred.
• Proven ability to prospect, develop new business, and achieve sales targets.
• Comfortable conducting business development activities through phone, email, networking, and referrals.
• Strong negotiation, influencing, and relationship-building skills.
• Self-motivated, entrepreneurial mindset with a strong results orientation.
• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Proficient with Microsoft Office and insurance brokerage technology platforms; experience with brokerage management systems and comparative rating software is considered an asset.

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Salary Information

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Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

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Expected salary range: $60,000.00 – $80,000.00 annually + Commissions.

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