Account Executive - High Net Worth; Insurance
Remote / Online - Candidates ideally in
Walnut Creek, Contra Costa County, California, 94598, USA
Listing for:
Jobot
Remote/Work from Home
position
Listed on 2026-03-06
Job specializations:
-
Sales
Insurance Sales
-
Insurance
Insurance Sales
Salary/Wage Range or Industry Benchmark: 110000 - 140000 USD Yearly
USD
110000.00
140000.00
YEAR
Job Description & How to Apply Below
Position: Account Executive - High Net Worth (Insurance)
About the Company
We are growing exponentially and have been recognized as one of the top companies within our industry! This accomplishment gives us pride and is attributed to our exemplary employees and leadership team. With growth comes opportunity to add highly skilled and valued employees to our organization. This is a very important hire for us as a vital position working with high net worth clients;
we look for someone to provide the best in class customer service that our clients can expect.
Why Join Us?
- Competitive Compensation and Benefits Package
- Stable, long‑term stability
- Join a well‑established team invested in your growth and success
- Substantial growth nationwide
- Rewarding work and responsibilities
- Fully remote opportunity
Job Details
We are seeking a highly motivated and experienced Account Executive to join our dynamic and fast‑paced team. This role is specifically designed for professionals who are adept at managing high net worth clients and have a proven track record in the insurance sales industry. The successful candidate will be responsible for developing and maintaining relationships with affluent clients, providing them with comprehensive insurance solutions tailored to their unique needs.
This role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios.
Responsibilities
Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction.Utilize your expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up‑to‑date.Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.Collaborate with the team to develop and implement sales strategies to drive business growth.Stay abreast of the latest industry trends, products, and services to provide clients with the best possible solutions.Conduct regular reviews of client portfolios to ensure their insurance coverage is adequate and meets their evolving needs.Provide expert advice and guidance to clients on a range of insurance products and services.Work closely with underwriters and other insurance professionals to ensure the best coverage for clients.Qualifications
Minimum of 5 years of experience in the insurance sales industry, with a focus on high net worth clients.Proficiency in AMS 360 or equivalent client management software.Proven track record of successfully managing and growing a portfolio of high net worth clients.Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets.Strong understanding of the insurance industry, including products, services, and regulatory requirements.Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.High degree of professionalism and integrity, with the ability to handle sensitive client information with discretion.Bachelor’s degree in Business, Finance, or a related field is preferred.Insurance certifications such as CPCU, CIC, or CRM are a plus.Ability to work in a fast‑paced, high‑pressure environment and manage multiple tasks simultaneously.Additional Information
Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page! This remote position offers a salary range of $110,000 - $140,000 per year. Easy Apply now by clicking the “Easy Apply” button and sending us your resume. Hosted by:
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