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Client Executive, Private Client Group - Sales & Relationship Mgmt
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- As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibility of long-standing client accounts.
- It is hoped the Client Executive can spend time in our brand-new office in New Haven.
- For the right candidate, considerations can be made for remote work along the through the Tri-State (CT, NJ and NY) and mid-Atlantic areas (PA, MD, VA and DC).
- Generating referrals is vital to connecting with high net worth clientele
- At least three (3) years of prior sales experience in personal lines insurance or financial services
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