More jobs:
Sales and Risk Consultant
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Sales
Business Development, Insurance Sales
Job Description & How to Apply Below
Responsibilities
- Gather current coverage information from prospects
- Evaluate and analyze data and prepare comprehensive risk evaluations
- Review and interpret carrier contract language to deliver optimal client coverage recommendations
- Work with Business Development Executives (BDEs) and Client Advisors (CAs) as appropriate
- Negotiate with primarily multiple HNW insurance carriers
- Generate referrals from your COIs
- Meet new business development goals and forecast
- Use Salesforce to complete funnel and other internal information tracking reports
- Use the EPIC Agency Management System accurately and in a timely manner
- Ensure that all regulatory requirements are met and compliance with all internal policies and procedures is maintained
- 4 years of directly related business development/client service experience
- Successful Sales and Risk Consultant experience with high-net-worth clients essential
- P&C licensed and HNW personal lines insurance experience necessary
- Bachelor’s degree is strongly preferred
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