High Net Worth Producer

Martin Grant Associates, Inc.

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in business development or sales
  • Proven track record in building relationships with high-net-worth clients
  • Strong entrepreneurial mindset and self-motivation
  • Excellent communication and interpersonal skills
  • Experience in personal insurance products.

Responsibilities

  • Build and nurture relationships with high-net-worth clients
  • Identify and pursue new business opportunities
  • Create strategic plans to grow a personal insurance book
  • Collaborate with the group leader to shape the practice
  • Act as a resource and advisor to clients regarding insurance needs.

Benefits

  • Opportunity to shape a new practice from the ground up
  • Mentorship from a well-connected, hands-on leader
  • Encouragement for work-life balance
  • Potential for significant personal and professional growth
  • Flexible work environment supporting entrepreneurial spirit.
Full Job Description
This is an exciting opportunity to join a newly forming Private Client Group and help build the practice from the ground up.

The group's leader is hardworking, hands-on, and genuinely invested in both the work and her team. She is well connected within the Private Client Group space, is not afraid to roll up her sleeves, and understands the importance of having time for life outside of work.

As the group continues to grow, she is looking for a true business-development professional. Someone who is a hunter, enjoys building relationships, creates opportunities, and wants to develop a book of high-net-worth personal insurance business.

If you are an entrepreneurial producer who wants to have a meaningful voice in shaping a new group, let's connect and talk about what you could help build

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