Jobot
Account Executive - High Net Worth (Insurance)
Jobot, Walnut Creek, California, United States, 94598
Account Executive – High Net Worth (Insurance)
Join Jobot as an Account Executive focused on high‑net‑worth clients. This fully remote position offers a base salary of $110,000 – $140,000 per year, with additional bonuses and benefits.
Benefits
Competitive Compensation and Benefits Package
Stable, long‑term career growth
Supportive team committed to your development
Nationwide business expansion opportunities
Rewarding work and responsibilities
Fully remote opportunity
Responsibilities
Develop and implement strategies to acquire and manage high‑net‑worth clients.
Maintain client portfolios using AMS 360 and keep all data current.
Build and sustain strong relationships while delivering exceptional customer service.
Collaborate with the team to drive sales growth.
Stay informed on industry trends, products, and services.
Conduct regular portfolio reviews to ensure adequate coverage.
Advise clients on a range of insurance products.
Coordinate with underwriters and other professionals for optimal coverage.
Qualifications
Minimum 5 years of insurance sales experience with high‑net‑worth clients.
Proficiency in AMS 360 or analogous client‑management software.
Track record of managing and growing a high‑net‑worth portfolio.
Strong sales and negotiation skills; ability to meet targets.
Deep understanding of insurance products and regulatory requirements.
Excellent communication and interpersonal skills.
High professionalism and integrity; discretion with sensitive information.
Bachelor’s degree in Business, Finance, or related field preferred.
Insurance certifications (CPCU, CIC, or CRM) a plus.
Ability to manage multiple tasks in a fast‑paced environment.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Benefits
Competitive Compensation and Benefits Package
Stable, long‑term career growth
Supportive team committed to your development
Nationwide business expansion opportunities
Rewarding work and responsibilities
Fully remote opportunity
Responsibilities
Develop and implement strategies to acquire and manage high‑net‑worth clients.
Maintain client portfolios using AMS 360 and keep all data current.
Build and sustain strong relationships while delivering exceptional customer service.
Collaborate with the team to drive sales growth.
Stay informed on industry trends, products, and services.
Conduct regular portfolio reviews to ensure adequate coverage.
Advise clients on a range of insurance products.
Coordinate with underwriters and other professionals for optimal coverage.
Qualifications
Minimum 5 years of insurance sales experience with high‑net‑worth clients.
Proficiency in AMS 360 or analogous client‑management software.
Track record of managing and growing a high‑net‑worth portfolio.
Strong sales and negotiation skills; ability to meet targets.
Deep understanding of insurance products and regulatory requirements.
Excellent communication and interpersonal skills.
High professionalism and integrity; discretion with sensitive information.
Bachelor’s degree in Business, Finance, or related field preferred.
Insurance certifications (CPCU, CIC, or CRM) a plus.
Ability to manage multiple tasks in a fast‑paced environment.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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