Personal Risk (High Net-Worth) Sales Executive

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Atlanta, United States of America

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Producer

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2300L1

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Personal Risk (High Net-Worth) Sales Executive

Location Icon

Atlanta, United States of America

Bag Icon

Producer

Profile Icon

2300L1

Apply now
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.

Secondary locations

Miami, Tampa, Chicago, Boston, Charlotte

Business unit

Lockton Private Risk Solutions

Schedule

Full-time

Job type

Experienced Professional

Workplace

In Office

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Your Responsibilities

THE COMPANY
Lockton is the world’s largest privately owned, independent insurance broker. More than 10,000 Associates provide 52,000 clients around the world with risk management, insurance, and employee benefits consulting services. Founded in 1966, Lockton, a Producer-led company, has become a $3+ billion-dollar organization with 57 years of uninterrupted annual revenue growth fueled almost entirely organically. Lockton’s private ownership coupled with local governance for each office allows it to stay squarely focused on the three constituencies it believes drive business success – its clients, its Associates, and the communities in which it does business. Lockton’s 27 percent organic growth rate in fiscal 2022 and its 97 percent client loyalty are the results of a singular focus on its clients, rather than on quarterly results. For the second consecutive year, Lockton has earned the top spot among large commercial brokers in the J.D. Power customer satisfaction study, and for ten consecutive years, Lockton has been named a Best Place to Work in Insurance by Business Insurance magazine and in the past 14 years, has been named an America’s Best Employers by Forbes. More details: www.lockton.com.
 
POSITION SUMMARY
 
In this position, you will produce new high-net-worth personal insurance clients using a consultative, trusted advisor, approach. You will work with your clients to make their lives better, allow them to sleep better, and focus their personal time on their hobbies and pursuits with peace of mind.
 
RESPONSIBILITIES AND DUTIES
 
  • 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.
 
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Qualifications

 

EDUCATION AND EXPERIENCE

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.
 
PERSONAL CHARACTERISTICS
  • 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.

Learn more about your Lockton experience

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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Life at Lockton

Niall Martin Life at Lockton Header

February 14, 2024

Making an impact: Ni...
Niall Martin, Head of People Solutions, New Zealand, has experienced first-hand the impact of Cystic Fibrosis. When he and his family saw the care, passion, and commitment of Cystic Fibrosis New Zealand, he knew that he needed to support this impactful organization. Niall has been fundraising for the charity for close to a decade. Through recent participation in the Auckland marathon and related events, he and the New Zealand team have raised thousands to support families impacted by Cystic Fibrosis, contribute to research on the disease, and advocate on behalf of the community. In recognition of his commitment to improving the lives of those around him, he was awarded the Lockton Community Impact Award in 2023. The Community Impact Award, funded by the Lockton family, honors an Associate in each region around the globe who has gone above and beyond to make their community a better place through volunteering, philanthropy, or a combination of both. “To me, this award demonstrates Lockton’s commitment across the globe to make real and meaningful differences on the ground where we live and work – in our communities,” Niall said. NZD40,000 was donated to Cystic Fibrosis New Zealand on behalf of Niall for being named the recipient of the Community Impact Award. “This award will make a huge difference and enable the charity to implement some initiatives that otherwise would not have happened this year,” he said. Community is a key pillar at Lockton, showcased through the support of our local communities and the causes that our Associates are passionate about. Every Lockton Associate can do something meaningful and special, with the full support of not just colleagues but of the entire Lockton organization. While Niall was the recipient of the award, he notes that this could not have been possible without the support of his fellow Associates in the New Zealand office. “The award was made in my name, but there’s no ‘I’ in ‘team,’ he said. “Really it represents a huge thank you and recognition for all our Lockton New Zealand team who jump onboard and give their all with our fundraising efforts for Cystic Fibrosis each and every year. Our culture means that if one of us is passionate about something, or simply needs some help, then we know our team members will be there for us – no question.”
BPTW cover banner

November 9, 2023

Lockton Named a Best...
Lockton Australia is thrilled to announce that it has been listed as one of Australia’s Best Workplaces™ for Women in 2023. Great Place To Work®, the global authority on workplace culture revealed the 50 companies on the List in an online announcement earlier today. The companies were shortlisted using rigorous analytics and confidential employee feedback. “At Lockton we have worked hard over the last couple of years to cultivate a positive workplace culture, so it’s an absolute delight to receive this recognition. Our company culture is, and will continue to be, a top priority and this acknowledgment is further evidence of our culture in action,” said Fiona Bridge, Head of HR, Lockton Australia and New Zealand. “When we asked our female associates about life at Lockton in 2023, 96% of respondents stated they were proud to work at Lockton.” Lockton Pacific Chief Executive Officer, Paul Marsden, congratulated all associates for making Lockton, not only a Great Place To Work, but among the Best Workplaces™ for Women in 2023. “This is a significant achievement and a testament to our unwavering commitment to promoting diversity, equity, and inclusion in the workplace. We look forward to seeing the Lockton business continue to lead the way in promoting gender equality in the years to come,” he said. The Best Workplaces™ for Women List is determined using The Great Place To Work For All™ methodology to evaluate. The Great Place to Work Trust Index™ Survey enables employees to share confidential quantitative and qualitative feedback about their organisation's culture by responding to 60 statements on a 5-point scale and answering two open-ended questions. Collectively, these statements describe a great employee experience, defined by high levels of trust, respect, credibility, fairness, pride, and camaraderie. “The Best Workplaces for Women list is based on data representative of over 40,000 employee voices from women in Great Place to Work® Certified™ organisations across Australia,” said Roland Wee, Managing Director of Great Place To Work Australia.” “We have indeed made great strides in closing gender disparity in Australian companies and the recent legislation to publish gender pay gap from 2024 is yet another step in the right direction. However, as long as we rely on legislation to enforce it, we will never be able to reach true equality. Great Place To Work Certified companies must lead the way in making the workplace fairer and more equitable for all,” he said. “We congratulate the companies listed on The Best Workplaces™ for Women 2023 List and they are indeed the best-of-the-best, as validated by the voices of their employees.”
Brian Roberts Life at Lockton Banner

August 23, 2023

My career, my story:...
Whether on the field or in the office, at his core, Brian Roberts is a coach. After a successful soccer career that saw him start every game during his four-year career at Yale and playing professionally with the Kansas City Wizards, Brian switched to coaching in 2005 and never truly looked back. The leadership, strategic thinking and management skills Brian learned on the pitch have since transferred to his current role at Lockton – Chief Operating Officer of the Midwest region. Since joining Lockton in 2009, Brian has held a variety of operations roles. But one thing remains – his intense focus on growth. “I believe I’m here to coach and help people get better. And I get to coach at the highest level in this role,” said Brian. At Lockton, your career is yours to customize, and Brian is one of many Associates across the globe bringing that value to life. Read more below, in Brian’s own words, about the career he’s built at Lockton. When did you start working at Lockton? In 2009, I was coaching Ron Lockton’s daughter in soccer. He told me it would be good for me if I joined Lockton. I didn’t know what it was at the time, but I eventually took him up on a conversation and took the offer. At the time, I was looking for an organization that did things the right way. I had worked for a couple of places that said one thing but did the exact opposite. So, I was looking for a place that was true to itself and had the right spirit. For almost 15 years now, Lockton has been that place. What were the catalysts for your changes in positions at Lockton? The melody line of my career at Lockton is growth. I originally interviewed to be a Producer and decided that it wasn’t the right fit and so I joined the operations team. My starting title was Associate and for seven years there was no title movement. I worked on the operations team finding ways to help the business get better. I then took a different role as Director of Operations. Shortly after, 2020 happened and all the anxiety around George Floyd and diversity came to the forefront. I made some noise about our DEI efforts. That led me to take on our Chief Diversity Officer role for two years until we could hire someone. At the time, I was open to COO opportunities. When the opportunity to become COO of our Midwest region became available, I was honored to take it. What did your time as Chief Diversity Officer tell you about Lockton? My time as Chief Diversity Officer says a few things about Lockton. One, they listen to their people. Two, it would have been easy to go out and spend money to hire the best diversity resume out there. From a diversity standpoint, I couldn’t put my resume next to other candidates. The choice to hire someone internally initially was important. We needed someone who understood Lockton in that role first. There’s a right way to make changes at Lockton and there’s a wrong way. Had we brought in someone from outside Lockton, they wouldn’t have worked in our decentralized model. Peter Clune’s choice to bring me in shows our culture drives us and has to stay in the forefront and that we remain who we are. Why Lockton? It’s the people. In each spot I’ve been in, I’ve been empowered to shape the job around who I am instead of trying to shape me into the square hole that’s there. I think that’s important. That’s something Lockton does well. There’s a ton of freedom in the framework here. You have a lot of freedom to make your career what you want. How has Lockton supported you professionally? I don’t even know how to quantify all that Lockton has done for me. I’m the first person in my family to go to college and I didn’t grow up in a corporate environment. I had to learn everything – from how to dress for a corporate job to a large amount of business acumen. I’ve had a ton of on-the-job mentorship. I have a lot of room to make mistakes and try things. Fortunately, a lot of those things have worked but a lot haven’t. There were things where they didn’t work, and leadership is good with taking those swings. How has Lockton supported you personally? Well, I married a Lockton Associate, so there’s that! There’s been a couple of moments where the organization has rallied around me or my family. They’ve invested in the whole person. Whether that be investing in specific training or development, or just saying “hey you need to take some time off,” whatever the case may be, they’re invested in the Associate. How would you describe Lockton’s culture to someone outside of the company? I like to describe our culture in this way: it’s like the best locker room I’ve ever been a part of. We are all competing to be better each and every day and pushing each other to be better. There’s healthy internal competition but that competition pales in comparison to us fighting the other team. We love to win and grow, and that’s important. The best locker rooms create a culture so strong, that when someone who doesn’t fit or align with values enters it, the system spits them out. Our culture is getting stronger with what is and isn’t Lockton. Sometimes we trivialize culture and only talk about beer Fridays and parties – they’re great but not our culture. It’s about collaboration, autonomy and the growth of our people and business. What is your “Lockton moment”? I don’t have one moment. I often think about this … if I had to say something, I would say thank you to Ron [Lockton]. There aren’t that many companies that recruit a black soccer coach off the field, who majored in biology and doesn’t know anything about insurance but can bring him into the company and become a C-level executive. So, it’s not a moment, but the opportunity provided gives a great story. What has surprised you most about working at Lockton? The lack of rules always surprises me and makes me happy. People want to legislate behavior. You see in the news that when things don’t go well, we make a new rule or law. That’s proven not to work. We are a $3B company and have resisted the temptation to over-structure. We give our people freedom and autonomy, and it’s surprising we’ve been able to stay that true to who we are. I’d definitely add that to the list of reasons why I stay here. What advice would you give to someone considering a career at Lockton? It takes you two years to become Lockton smart. We’re a different company and you must accept that as you come in. You need to reserve judgment and let it come to you. We are a wonderfully weird organization. What does “You Belong at Lockton" mean to you? You’re welcome at Lockton. If there was an ellipsis, I’d finish the sentence with “You Belong at Lockton if you’re ready to be the best version of yourself.” If you’re not, then you don’t belong at Lockton. You’ve got to be willing to push and extend yourself if you really want to get the most out of working here.
Crystal Lynn Life at Lockton Banner

July 17, 2023

My career, my story:...
Crystal Lynn embodies the best of finance, data, process, interpersonal relationships, business excellence, and professionalism. Since joining Lockton in 2005, Crystal’s business acumen and knack for relationship building have led her to a successful career in operations at many different levels within the Lockton organization. “I started my career at Lockton shortly out of college as a senior staff accountant in our accounting and finance department. I assumed early on I would follow the typical accounting career path, but that hasn’t been the case based on where my passion lies,” said Crystal. As a staff accountant, Crystal’s first role helped her develop a deeper knowledge of large corporate financials and the Lockton business model. But despite excelling with numbers, Crystal had a vision for the bigger picture business plans. Her ability to forge relationships, create practical and effective business solutions, and build teams from the ground up accelerated Crystal to her current position as COO of Lockton’s Transaction Liability Practice. "There are so many areas for growth outside of a traditional growth path at Lockton. My last two roles are newly created positions. As Lockton grows, so do the opportunities,” continued Crystal. At Lockton, your career is yours to customize, and Crystal is one of many Associates across the globe bringing that value to life. Read more below, in Crystal’s own words, about the career she’s built at Lockton. When did you start working at Lockton? I started at Lockton in 2005. I had just moved to Kansas City and was working with a recruiter to look for a new role. I had an offer from another highly regarded company when I received a call from the recruiter saying Lockton had a senior staff accountant position open. While I was ready to accept the other offer, the recruiter was very convincing that I should at least interview with Lockton. I interviewed with two people, one of which is still a mentor, and I knew within the first five minutes that I needed to be at Lockton. I declined the offer at the other company and this started my journey at Lockton. What were the catalysts for your changes in positions at Lockton? After two years as a senior staff accountant, I felt like I was ready to take the step to divisional controller. I was pregnant with my first child but had conversations before leaving for my parental leave that I would be promoted when I returned. I loved that role. I worked closely with the COOs, Producers and other executive leadership for my offices. Through these relationships and conversations, they knew I was interested in exploring operations, and did whatever they could to bring me into operational matters to help me develop. Then came my second child. Once again, when I came back from parental leave, I was promoted to divisional accounting manager. I was worried about what the role might be, as I was worried it would take me out of the operational aspect that I loved so much, but I had multiple Lockton leaders tell me that I can make the position what I wanted it to be. I ended up taking it. A few years into that position, I received a call that there was a need for an operations manager on the property and casualty side of the business and the P&C leadership had heard this was an area of interest to me. There was no existing role at the time. After interviewing with the leader of P&C, I was offered the position. In that role, I built strong relationships with our carrier partners and worked closely with the best P&C leaders in the industry and our Transaction Liability (TL) team, among others. Because of my close involvement with the TL team, when Lockton made the decision to invest in TL in 2020, I was asked to help acclimate the four new leaders to Lockton. As I continued to work closely with them, they asked me to be their COO. Why Lockton? What attracted me to Lockton and what has kept me at Lockton, is the people. No matter what role I’ve been in, it feels like a team. Everyone has each other’s back. Everyone is invested in others’ success. Everyone treats the business as their own. What is your favorite part about your current role? The team that we’ve created. As we are building the practice out, we are really careful about who we are hiring and bringing in to make sure they are the right cultural fit; hiring people who treat the business like it’s their own, are invested in each other’s growth and development, and dedicated to a team atmosphere. We work extremely hard, and everyone is in it together. How has Lockton supported you professionally? Lockton provided the infrastructure to grow and the people at Lockton provided the inspiration to reach. What is your “Lockton moment”? When our new TL leaders joined Lockton, I was asked to help acclimate them to Lockton. No one was forcing us to work together – I was there to temporarily help them. In February 2021, as we were working through financial plans and figuring out how we wanted to staff and bring in key hires, they started talking about needing a COO. They asked me when I was going to come over full-time and be their COO… I said, “The second you ask.” My goal was always to be a COO and that was the moment for me that was like wow, this is my shot. It was the best decision I ever made and couldn’t be happier to be in the role I’m in today, working with the most amazing team. Our employer branding tagline is “You Belong at Lockton.” What does this statement mean to you? Throughout the time that I’ve spent at Lockton, I’ve never even considered other outside opportunities. There is no place I would rather be. Crystal and the Transaction Liability team