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[Remote] Private Client Advisor

Remote · Finland Full-time

Note: The job is a remote job and is open to candidates in USA. Gallagher is a leading company in risk management, helping clients face risk with confidence. As a Private Client Advisor, you will manage personal insurance programs for High Net Worth individuals, providing tailored insurance solutions and ensuring their unique needs are met.

Responsibilities

  • Develops and acquires new business revenue through sales to new and existing clients
  • Provides service to clients according to their needs, retaining them as clients
  • Participates in team sales situations with other producers and support personnel
  • May manage overall client relationships and is supported by day-to-day account management
  • Assists, educates and develops other staff members in new client sales situations and existing client service requirements
  • Applies industry technologies to new sales, additional sales to existing clients and account service
  • Provides direction in account transfer situations
  • Prepares and implements an individual business plan and production budget
  • Develops and maintains inter-division/intercompany relationships consistent with our corporate culture

Skills

  • Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
  • Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
  • High School Diploma/GED and 6 years experience

Benefits

  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave
  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program

Company Overview

  • We are a law firm that specialises in corporate liability claims. It was founded in 2011, and is headquartered in Northampton, Northamptonshire, GB, with a workforce of 51-200 employees. Its website is https://www.gallagherbassett.com/uk/.
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