Private Client Sales Leader
Risk Strategies Company
full-time
Posted on:
Location Type: Hybrid
Location: Burlingame • California • United States
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Salary
💰 $180,000 - $200,000 per year
Job Level
About the role
- 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
- 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
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRMpipeline analyticsbusiness development
Soft Skills
strategic directionrelationship buildingcollaborationrecruitmentcommunication
Certifications
Property & Casualty licenseLife & Health license