Private Risk Associate Advisor
Company: VirtualVocations
Location: Vista
Posted on: October 24, 2024
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Job Description:
A company is looking for an Associate Advisor (Producer),
Private Risk.
Key Responsibilities
Grow a personal book of business through generating, prospecting,
soliciting, and closing new accounts
Participate in sales meetings to review activities and prospective
customers
Develop a comprehensive understanding of private risk products and
present proposals professionally
Required Qualifications
No specific certifications required; willingness to obtain
necessary licenses within 90 days of employment
Must maintain all licenses as required by the State Department of
Insurance
Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint,
Outlook)
Ability to learn new software systems as needed
Must be based within the New England area (MA, NH, ME, RI, CT,
VT)
Keywords: VirtualVocations, La Habra , Private Risk Associate Advisor, Other , Vista, California
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