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Private Client, Sales Executive
HUB InternationalPrivate Client Sales Executive developing high-net-worth insurance relationships for HUB International, a full-service global insurance broker. Prospecting, presenting solutions, closing new business, and retaining clients.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and managing high-net-worth client relationships, with a strong focus on networking, business development, and delivering exceptional customer service. Proficient in maintaining a referral network and achieving client satisfaction through effective communication and relationship management.
Highest-signal resume keywords
High-Net-Worth Relationship DevelopmentCold-CallingNetworkingProperty and Casualty Insurance LicenseInsurance Sales Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentClient RetentionSales StrategyProspectingCustomer Service
Soft Skills
Independent Self-StarterConfidenceInterpersonal Skills
Certifications & Qualifications
Property and Casualty Insurance License
Industry Keywords
Affluent ClientsCenters of InfluenceReferral NetworkB2B RelationshipsClient Satisfaction
About the role
Key responsibilities & impact- Prospect for affluent and high-net-worth clients through local networks, connections, and communities
- Develop centers of influence and lead-source partners through networking and marketing
- Generate and pursue new client opportunities
- Present services and solutions at prospect meetings
- Bring new business prospects to closure
- Retain clients by maintaining strong business-to-business relationships
- Build and manage a book of business
- Ensure client satisfaction and deliver superior customer service
Requirements
What you’ll need- 2–5 years of relevant experience
- Independent self-starter with ability to sell and develop strong high-net-worth relationships
- Confidence with cold-calling, networking, and developing new business
- Ability to maintain an existing referral network and centers of influence
- Maintain a Property and Casualty Insurance License
- Insurance sales experience preferred
- Bachelor’s degree preferred
- Required education listed as a four-year bachelor’s degree
Benefits
Comp & perks- Residual income year over year through building a book of business
- Learning and professional development opportunities
- Career growth and advancement opportunities
- Competitive and flexible benefits options
- Work-life balance support
- Diverse, challenging work environment
- Financial security and career satisfaction
- Entrepreneurial culture and support from HUB International corporate and regional offices