Investment Producer

Position: Investment Hire Producer
This job is with WTW, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Description

Sales Process:

Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.

Design individual prospect sales strategies and develop unique prospect programs.

Align with individual client sales strategies.

Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.

Provide consultative advice in key risk areas.

Identify and close potential cross-sell opportunities.

Client Management:

Maintain consistent/high quality touch points by phone and face to face with clients.

Champion the proper advocacy of claims.

Participate in stewardship meetings.

Support Client Management team in identifying and closing rounding opportunities.

Pipeline Management:

Identify prospects for business from existing and prospective clients.

Develop new relationships with individuals responsible for insurance and risk management decisions.

Obtain referral leads from existing clients.

Aggressively identify and pursue cross-selling opportunities.

Participate and take leadership roles in targeted community and professional associations.

People Management:

Provide annual input for the performance review of team members.

Provide timely/quality feedback to service team members; assist team members in acquiring new skills.

Help to identify and develop future producer talent.

Note:

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Qualifications

The Requirements

Bachelor of Arts/Bachelor of Science degree in related field of study preferred

Valid State-relevant insurance license(s) only add this if the cand has a current license

Minimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance products

Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional

Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling

Ability to identify and leverage essential information and think in a critical and logical manner

Ability to work in a client-centric strategic and decisive manner according to tight deadlines

Excellent communication (written, verbal and oral) skills and interpersonal skills

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits:  Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits:  Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave),   Paid Time Off   (Washington State only)

Retirement Benefits:  Contributory Pension Plan and Savings Plan (401k).

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

Base salary range and benefits information for this position are being included…