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Marsh McLennan

Sales Consultant, Risk

Marsh McLennan

Sales and Risk Consultant evaluating risks and negotiating high-net-worth insurance coverage. Growing referrals and new business for Marsh McLennan Agency.

Posted 9/10/2026full-timeRemote • Connecticut, New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $67,500 - $125,800 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Business Development and Client Service, particularly with High-Net-Worth clients, while ensuring compliance with regulatory requirements. Proficient in risk evaluation and negotiation with insurance carriers to deliver optimal coverage solutions.

Highest-signal resume keywords
Business Development ExperienceSales and Risk ConsultingP&C LicenseHNW Personal Lines InsuranceSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Risk EvaluationData AnalysisContract InterpretationNegotiationReferral GenerationBusiness Development GoalsSales TechniquesRegulatory Compliance
Soft Skills
Client Relationship ManagementCommunicationCollaboration
Tools & Technologies
SalesforceEPIC Agency Management System
Certifications & Qualifications
P&C License
Industry Keywords
High-Net-Worth ClientsInsurance CoverageRisk ManagementInsurance Carriers

About the role

Key responsibilities & impact
  • Gather current coverage information from prospects
  • Evaluate and analyze data and prepare comprehensive risk evaluations, including product and service requirements
  • Review and interpret carrier contract language to deliver optimal client coverage recommendations
  • Work with Business Development Executives and Client Advisors to grow and expand referral sources
  • Negotiate with primarily multiple HNW insurance carriers to provide comprehensive coverage options outlined in proposals
  • Generate referrals from centers of influence
  • Meet new business development goals and forecasting
  • Practice techniques introduced through Sales Training to enhance skills and performance
  • Use Salesforce to complete funnel and internal information tracking reports
  • Use the EPIC Agency Management System to enter and maintain account information
  • Ensure regulatory requirements and internal policies and procedures are followed

Requirements

What you’ll need
  • 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
  • HNW personal lines insurance experience necessary
  • Bachelor’s degree is strongly preferred, but not required to apply
  • Experience, skills, training, location, certifications, and education may determine base pay
  • Must comply with laws, regulations, regulatory requirements, and internal policies and procedures

Benefits

Comp & perks
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Inclusive Culture
  • Competitive compensation
  • Health and welfare benefits
  • 401K savings and other retirement programs
  • Employee assistance programs
  • Wellbeing programs