Private Client Sales Leader

Risk Strategies Company

Private Client Services Sales Leader managing growth opportunities across Northern California market. Leading recruitment and strategic partnerships to enhance personal insurance programs for high-net-worth clients.

Posted 4/16/2026full-timeBurlingame • California • 🇺🇸 United StatesSenior💰 $180,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Identify geographic and market opportunities to expand Brown & Brown’s PCS footprint across Northern California
Drive organic growth through strategic new business development and collaborative cross-sell efforts
Partner closely with Commercial Lines, Employee Benefits, Retirement, and Wealth teams to expand share of wallet
Driving disciplined use of CRM and pipeline analytics to inform growth decisions, hiring priorities, and cross sell opportunities
Recruit and attract high-caliber PCS producers to support regional growth
Provide strategic direction and deal support to producers
Build relationships with high-net-worth individuals, advisors, and centers of influence
Maintain strong carrier and wholesaler relationships for complex PCS programs

Requirements

What you’ll need

Active Property & Casualty license; Life & Health license preferred or ability to obtain
Bachelor’s degree or equivalent experience
Established Northern California market relationships preferred
Local travel as needed

Benefits

Comp & perks

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRMpipeline analyticsbusiness development

Soft Skills

strategic directionrelationship buildingcollaborationrecruitmentcommunication

Certifications

Property & Casualty licenseLife & Health license