WTW · 2 months ago
Producer - Financial Institutions & Professional Services
United States
Full-time
Remote
Mid, Senior LevelWTW is a global company focused on new business in the financial institutions and professional services sector. The role involves generating new sales, managing client relationships, and developing sales strategies to meet revenue growth targets.
ConsultingInformation TechnologyInsuranceMedicalService Industry
Responsibilities
Prepare proposals and presentations using marketing resources, practice groups and other WTW producers
Design individual prospect sales strategies and develop unique prospect programs
Align with individual client sales strategies
Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs
Provide consultative advice in key risk areas
Identify and close potential cross-sell opportunities
Maintain consistent/high quality touch points by phone and face to face with clients
Champion the proper advocacy of claims
Participate in stewardship meetings
Support Client Management team in identifying and closing rounding opportunities
Identify prospects for business from existing and prospective clients
Develop new relationships with individuals responsible for insurance and risk management decisions
Obtain referral leads from existing clients
Aggressively identify and pursue cross-selling opportunities
Participate and take leadership roles in targeted community and professional associations
Provide annual input for the performance review of team members
Provide timely/quality feedback to service team members; assist team members in acquiring new skills
Help to identify and develop future producer talent
Qualification
Required
Ability to win and retain new business
Ability to meet or exceed established sales goal targets related to revenue growth
Experience in preparing proposals and presentations
Experience in designing individual prospect sales strategies
Ability to conduct thorough needs analysis/risk assessment
Ability to provide consultative advice in key risk areas
Experience in identifying and closing potential cross-sell opportunities
Ability to maintain consistent/high quality touch points with clients
Experience in advocating for claims
Participation in stewardship meetings
Experience in identifying prospects for business
Ability to develop new relationships with individuals responsible for insurance and risk management decisions
Ability to obtain referral leads from existing clients
Experience in identifying and pursuing cross-selling opportunities
Participation and leadership roles in community and professional associations
Ability to provide annual input for performance reviews of team members
Ability to provide timely/quality feedback to service team members
Ability to assist team members in acquiring new skills
Ability to help identify and develop future producer talent
Company
WTW
WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
Founded in 1828
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity
Leadership Team
Andrew Krasner
Chief Financial Officer
Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
Recent News
2026-01-17
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2026-01-03
Company data provided by crunchbase