Personal Solutions Specialist

The Person al Risk Services (PRS) practice delivers tailored risk management and insurance consultation to individuals and families with complex financial and insurance needs. As a Personal Solutions Specialist, you will play a key role in outside sales, focusing on driving new business and client retention. This purpose‑driven role emphasizes relationship building, consultative selling, and collaboration with internal teams to deliver exceptional client experiences.

• Achieve annualized new business sales goals based on our target market.
• Conduct outbound prospecting to generate a high volume of first‑time appointments.
• Meet with prospects to understand their lifestyle and insurance needs, offering tailored solutions.
• Prepare and deliver professional presentations and proposals highlighting the company’s value proposition, industry trends, and customized insurance solutions.
• Provide an exceptional client experience through a personalized, consultative sales approach, emphasizing ongoing support from the client service team.
• Identify and address prospect‑specific sales challenges with strategic solutions.
• Collaborate with and introduce third‑party subject matter experts in response to client needs.
• Develop knowledge, stay current on industry trends, and contribute to the development of innovative, bespoke solutions.
• Utilize the engagement platform to manage and track prospecting efforts.
• Represent the company positively at meetings, seminars, trade shows, and networking events.
• Support cross‑selling strategies for both new and existing clients.

• 2+ years of experience in a consultative sales role.
• High school diploma or equivalent required; college degree preferred.
• Must hold a Property & Casualty insurance license.
• Personable, highly motivated, goal‑oriented, and driven to achieve individual sales goals.
• Excellent organizational and follow‑up skills.
• Exceptional customer service skills applied to the sales process.
• Collaborative team player with the ability to work with minimal supervision.

Salary range: $75,000 – $85,000. Eligible for paid time off and paid sick leave (18 days per year). The role offers a comprehensive benefits package including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance and other employer‑sponsored programs. The company provides 12 paid holidays and a generous paid family leave benefit.