Remote Position

[Remote] SVP, Private Client Group, Atlantic Region Sales Leader

๐ŸŒ Remote ยท United States ๐Ÿ’ผ Full-time

Note: The job is a remote job and is open to candidates in USA. NFP hires a sales leader for its P&C Private Client Group, which serves affluent and wealthy individuals and families with personal lines products. The role leads regional sales and teams, develops client and carrier relationships, and oversees sales performance, service, risk management, and operational improvement.

Responsibilities

  • Builds, manages, and leads a team to handle marketing, ongoing service, and risk management
  • Leads sales activities with P&C complex clients and prospects
  • Confers with senior sales leaders on setting targets and reports actual results. Reviews sales results with members of sales team, strategizing changes and troubleshooting problems
  • Influences policies and may monitor sales teams within office to ensure compliance
  • Involved in new hire selections and internal promotions that impact the sales team. May require review with the SVP or other senior leader
  • Develops and initiates plans to increase sales, lower costs, and continuously improve operations
  • Confers with senior management on setting targets and reports actual results
  • Reviews sales results with subordinates, strategizing changes and troubleshooting problems
  • Establishes and maintains relationships with key client and prospect stakeholders and carrier representatives
  • Acts as subject matter authority for company products and services
  • Provides mentoring and coaching to team members
  • May be involved in setting policies and the monitoring of offices within the region to ensure compliance
  • May decide on all new hire selections and internal promotions

Skills

  • Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience
  • P&C Account/Client Management experience with a retail brokerage or independent agency
  • Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. This includes knowledge of their products, appetite and experience with their quoting systems
  • Must be able to read, analyze and reconcile financial reports
  • Highly professional and self-motivated
  • Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities
  • Proficiency in Outlook, Word, and Excel
  • Possess technical expertise plus solid analytical and problem-solving skills
  • Strong writing skills include clear writing and careful editing for spelling and grammar. The candidate varies writing style to suit needs, presents numeric data effectively, and reads and interprets written information
  • Self-confident to make sound independent decisions and demonstrate strong leadership skills
  • Ability to handle situations in a calm, courteous and professional manner
  • Commanding presentation and public speaking abilities
  • More than 15 years of directly related industry sales experience
  • Leadership and supervisory experience, including training or mentorship
  • Experience with an agency management system/CRM is required
  • BA/BS preferred
  • Master's degree in relevant subject (e.g., business, statistics, math/science, actuarial science) also desirable
  • In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
  • Fluency with Epic is a plus

Benefits

  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
  • Hybrid work schedule from the Bethesda, MD office; exceptionally qualified remote candidates may be considered.

Company Overview

  • Wealthspire brings together a network of affiliated firms that provide wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. It was founded in 1995, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://www.wealthspire.com/.
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