Personal Risk (High Net-Worth) Sales Executive
Atlanta, United States of America
Producer
2300L1
Personal Risk (High Net-Worth) Sales Executive
Atlanta, United States of America
Producer
2300L1
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Miami, Tampa, Boston, Chicago, Charlotte
Business unit
Lockton Private Risk Solutions
Schedule
Full-time
Job type
Experienced Professional
Workplace
In Office
Your Responsibilities
- You will build referral networks externally with Wealth Advisors, Private Bankers, Trust Attorneys, and multi-family-offices.
- You will also build internal relationships for cross-sell purposes and are responsible for assisting the service team in stewardship and retention.
- Our ideal candidate will be a fearless hunter who holds themselves to the highest standards of professional ethics.
- You will take pride in building an understanding of what differentiates Lockton and serve as an advocate for Lockton’s business philosophies, which focus on helping our internal and external clients make their lives better.
- You will be responsible for creating a working business plan, market strategies, and financial targets.
Qualifications
The qualities and potential of candidates are the most important factors in Lockton’s hiring decisions. With this said, the following are general guidelines for educational background and work experience:
- Bachelor’s degree or equivalent years of experience.
- Minimum 5+ years of insurance/business development experience with a solid, successful track record evidencing exceptional levels of sales achievement.
- Professional accomplishments must demonstrate capability and an affinity for revenue-generating sales activities, along with leadership, building client relationships and successfully managing the business development process.
- Direct experience in developing relationships and closing sales with high-net-worth individuals is required.
- Demonstrated success in serving as a consultative business partner in the sales process, interfacing with and selling products to a broad base of sophisticated personal clients.
- Significant self-starting drive, a results-oriented entrepreneur who is passionate about sales, relationship building, and business development.
- Exceptional work ethic focused on revenue-producing results.
- Engaging, empathetic, energetic, diplomatic, honest, and one who follows through on commitments.
- Possess exceptional business acumen with the ability to grasp broad business concepts and tactical operational considerations.
- Persuasive with the ability to motivate people to take willing action.
- Independent thinker with the ability to make decisions without precedent.
- Adept at covering a wide scope of activity with relationships.
- Flexibility and mobility to juggle multiple priorities and cover a wide scope of responsibilities.
- Excellent written and verbal communication skills, exhibiting the ability to deliver both formal and off-the-cuff sales presentations with credibility and professional poise.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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