Private Client Sales and Risk Consultant @ Marsh McLennan Agency | Jobright.ai
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Private Client Sales and Risk Consultant jobs in San Francisco, CAH1B Visa Sponsored Private Client Sales and Risk Consultant jobs in San Francisco, CA
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Marsh McLennan Agency · 4 days ago

Private Client Sales and Risk Consultant

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Employee BenefitsHealth Care
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H1B Sponsorship
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Growth Opportunities

Insider Connection @Marsh McLennan Agency

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

The Sales and Risk Consultant gathers current coverage information from prospect and evaluates, analyzes, and prepares comprehensive risk evaluation to include product and service requirements.
Delivers individual advice including advantages and disadvantages of the various options and make recommendations during a one on one with prospects and clients.
Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming with laws, regulations and requirements governing the insurance industry
Generates referrals from prospects and clients.
Responsible for meeting new business development goals and forecasting.
Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.
Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.

Qualification

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Business DevelopmentHigh-Net-Worth Clientele ExperienceP&C License

Required

3+ years personal lines business development experience with high-net-worth clientele
P&C License
Some travel required

Preferred

Bachelors degree preferred

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan Agency

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Marsh McLennan provides business insurance, employee benefits, retirement, and private client solutions. It is a sub-organization of Marsh & McLennan Companies.

H1B Sponsorship

Marsh McLennan Agency has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (2)
2022 (2)
2021 (2)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase
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