Private Client Advisor

Recruiter: Kylee Shimabuku

New York, New York | Sales | Fully Remote | $75,000 to $90,000 | Job ID: 111074

Job Summary

Our client, an insurance agency with over 40 years of success, is looking to add a Private Client Advisor to its rapidly growing organization.

PRIVATE CLIENT ADVISOR RESPONSIBILITIES:

  • Follow up with all inbound leads via telephone
  • Advise clients on their insurance needs and secure coverage
  • Provide an exceptional customer experience

PRIVATE CLIENT ADVISOR REQUIREMENTS:

  • Active P&C license
  • Previous insurance sales experience with high-net-worth clientele
  • Strong attention to detail and follow-up

PRIVATE CLIENT ADVISOR COMPENSATION:

  • Competitive salary + commission
  • Alternate work schedule (every other week is 4-day work week) providing an additional 26 days off over the course of a year
  • Comprehensive medical, dental, vision benefits
  • IRA plan with match

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

Kylee Shimabuku

Senior Recruiter & Training Coach

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

Kylee Shimabuku

Senior Recruiter & Training Coach