Private Client Institutional Director

HUB International

Base: $200,000-$250,000; bonus/equity: eligible bo...
5+ years in private client or financial services
Property & casualty license required
Deep knowledge of insurance industry underpinnings
The role is accountable for developing and implementing a strategic plan to onboard new institutional partners while driving growth with existing relationships

Job Summary

  • The role is accountable for developing and implementing a strategic plan to onboard new institutional partners while driving growth with existing relationships.
  • HUB International offers comprehensive benefits including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, and paid-time-off.
  • Candidates must possess robust understanding of the financial underpinnings of the insurance industry and the ability to articulate value propositions seamlessly.

Matching Summary

The role is accountable for developing and implementing a strategic plan to onboard new institutional partners while driving growth with existing relationships.

Salary

Base: $200,000-$250,000; Bonus/Equity: Eligible bonuses, equity, and commissions; Benefits: Comprehensive health, dental, vision, life, disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • 5+ years in Private Client or Financial Services
  • Property & Casualty license required
  • Deep knowledge of insurance industry underpinnings
  • Experience managing institutional relationships
  • Ability to influence all organizational levels

Nice-to-have

  • CIC or CISR designations preferred
  • Strong coaching and best practices delivery
  • Collaboration with marketing teams
  • Entrepreneurial mindset and teamwork
  • Detail-oriented self-starter approach

Key Requirements

  • Bachelor's degree in Business or related field
  • Property & Casualty license
  • 5+ years experience in service or sales
  • CIC or CISR designation (preferred)

Work Rights

Not specified

Tailored Resume

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