Sales and Risk Consultant – Seattle

In this position the Sales and Risk Consultant (SRC) is responsible for new business development as well as catching and closing new business opportunities with high net worth individuals. Conducts a personal risk management assessment of the prospect’s portfolio and identifies the solutions and placement strategy to address their needs and ensures a seamless transition to the Client Advisor.

Requirements Include:

  • Min 4 years directly related business dev/client service exp
  • Experienced in building and maintaining relationships
  • P&C licensed required and personal lines exp necessary

Preferred Requirements:

  • Presents as knowledgable and authentic
  • Demonstrated strong communication and negotiation skills
  • Experience with High Net worth individuals
  • Experience negotiating with insurance carriers

Duties Include:

  • RC gathers current coverage information from prospect and evaluates and analyzes, in order to prepare 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/clients.
  • Responsible for meeting new business development goals and forecasting.

Operational Excellence:

  • 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.
  • Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
  • Uses Applied to complete funnel and other internal information tracking reports as required.
  • Uses the Applied system in an accurate and timely manner to enter and maintain all account information.
  • Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
  • Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.


  • Building & Maintaining Relationships
  • Communication with Impact
  • Critical Thinking & Problem Solving
  • Negotiations
  • Planning & Organizing
  • Teamwork


  • Salary Range $80,000 – $110,000
  • Medical Ins.
  • Dental Ins.
  • Vision Ins.
  • Life Ins.
  • Retirement
  • Working up to 20% remotely

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