Sales Professional, Private Client Services Insurance Job

San Francisco, CA

 

Insurance Job Description

Our client is a leading national risk and insurance firm that is looking to add to staff in their San Francisco office.  They are experiencing dynamic growth and need qualified sales professionals in their private client services division. 

Sales Professional, Private Client Services Responsibilities

  • Manage all aspects of prospect development from pre-sale through close.

  • Develop referral sources, identify new clients, and ensure a consistent flow of revenue.

  • Lead the coordination of organizational resources necessary to drive the sale to completion.

  • Generate additional revenue opportunities by introducing and leveraging other products and services as appropriate.

  • Transition new clients to an internal team member and support the implementation of new business transactions to account management status. 

Sales Professional, Private Client Services Requirements

  • Bachelor's degree strongly preferred.

  • 5-7 years of applicable industry sales experience, ideally with large national groups.

  • Proven industry experience with both individual and group insurance products.

  • Demonstrated ability to negotiate with multiple decision makers on complex sales.

  • Current life insurance license required.

Please contact Chris Winterboer for immediate confidential consideration and additional details. If you would like to submit your resume for this insurance job, please click HERE and attach your resume as a Microsoft Word document.

Capstone Insurance Search Group is a search firm dedicated to the insurance industry. We work nationally with expertise that spans top executives, middle management and technical level positions. We can provide assistance with a variety of product lines to include Property and Casualty, Life, Health, Disability, Annuity and Pension. We will provide you with a service that is of the highest degree of confidentiality, professionalism and integrity.