Sales & Risk Consultant - San Diego

Our client, in the insurance industry, is in need of a talented and motivated Sales & Risk Consultant to join their team ASAP!

This role is responsible for new business development, as well as catching and closing new business opportunities. The Sales & Risk Consultant (SRC) conducts a personal risk management assessment of the prospect’s portfolio, identifies solutions and placement strategies to address their needs, and ensures a seamless transition to the Client Advisor.

• SRC gathers current coverage information from prospects and evaluates and analyzes it to prepare a comprehensive risk evaluation, including product and service requirements.
• Delivers individual advice regarding the advantages and disadvantages of various options and makes recommendations during one-on-one meetings with prospects and clients.

• Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospects’ proposals, while conforming with laws, regulations, and requirements governing the insurance industry.
• Generates referrals from prospects/clients.
• Responsible for meeting new business development goals and forecasting.

• Includes practice specialists, as needed, throughout the business development process to best manage prospects’ risk exposure.
• Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.
• Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
• Completes funnel and other internal information tracking reports as required.
• Uses the system accurately and timely to enter and maintain all account information.
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
• Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.

• At least four years of directly related business development/client service experience.
• Successful Sales and Risk Consultant experience with high net worth clients is essential.
• P&C licensed and personal lines insurance experience are necessary.
• Bachelor’s degree is strongly preferred.
• Some travel required.

If this sounds like something you would be interested in, please submit your resume for immediate consideration!