R&R Wealth Management, LLC · 1 hour ago
Insurance Sales Executive
Waukesha, WI
Full-time
Onsite
Entry, Mid LevelR&R Wealth Management, LLC is one of the largest and most respected independent insurance agencies in the Midwest, seeking to enhance their team with an Insurance Sales Executive. The role involves building relationships with clients, driving business growth, and delivering tailored insurance solutions while representing the agency in the community.
Financial Services
Responsibilities
Build and cultivate meaningful relationships with new prospects and referral sources, fostering long-term trust and credibility
Drive business growth by prospecting, networking, and generating leads in your target market
Deliver tailored, consultative insurance solutions that align with client needs and long-term goals
Manage and expand your book of business with a focus on building sustainable, trust-based client relationships
Develop and present customized insurance and risk management strategies for clients, collaborating with internal teams to ensure exceptional service delivery
Represent R&R in the community as a trusted expert, enhancing the agency’s reputation and impact
Qualification
Required
Proven track record in sales, business development, or client relationship roles, with a focus on exceeding targets
Entrepreneurial mindset, high self-motivation, and drive to succeed
Strong communication, presentation, and negotiation skills that enable you to build rapport and influence key decision-makers
Ability to foster trust and create lasting relationships with clients from all walks of life
Preferred
Property & Casualty and/or Life & Health license preferred (or willingness to obtain)
Benefits
Medical
Dental
Vision
401(k) with match
Wellness programs
Company
R&R Wealth Management, LLC
R&R Wealth Management exists to reveal and help achieve what people really want.
Founded in 2009
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2018-01-09Acquired
Company data provided by crunchbase