Account Executive - High Net Worth (Insurance)

Company: Jobot
Location: Walnut Creek
Posted on: January 20, 2026

Job Description:

Job Description Job Description We are growing exponentially and have been recognized as one of the top companies within our industry! Fully Remote Opportunity This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $110,000 - $140,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details Job Details: We are seeking a highly motivated and experienced Account Executive to join our dynamic and fast-paced team. This role is specifically designed for professionals who are adept at managing high net worth clients and have a proven track record in the insurance sales industry. The successful candidate will be responsible for developing and maintaining relationships with affluent clients, providing them with comprehensive insurance solutions tailored to their unique needs. This role requires a deep understanding of the insurance industry, exceptional sales skills, and the ability to handle complex client portfolios. Responsibilities: 1. Develop and implement strategies to acquire and manage high net worth clients, ensuring their insurance needs are met with the highest level of satisfaction. 2. Utilize your expertise in AMS 360 to manage client portfolios, ensuring all data is accurate and up-to-date. 3. Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met. 4. Collaborate with the team to develop and implement sales strategies to drive business growth. 5. Stay abreast of the latest industry trends, products, and services to provide clients with the best possible solutions. 6. Conduct regular reviews of client portfolios to ensure their insurance coverage is adequate and meets their evolving needs. 7. Provide expert advice and guidance to clients on a range of insurance products and services. 8. Work closely with underwriters and other insurance professionals to ensure the best coverage for clients. Qualifications: 1. A minimum of 5 years of experience in the insurance sales industry, with a focus on high net worth clients. 2. Proficiency in AMS 360 or equivalent client management software. 3. Proven track record of successfully managing and growing a portfolio of high net worth clients. 4. Exceptional sales and negotiation skills, with the ability to close deals and meet sales targets. 5. Strong understanding of the insurance industry, including products, services, and regulatory requirements. 6. Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. 7. High degree of professionalism and integrity, with the ability to handle sensitive client information with discretion. 8. Bachelor’s degree in Business, Finance, or a related field is preferred. 9. Insurance certifications such as CPCU, CIC, or CRM are a plus. 10. Ability to work in a fast-paced, high-pressure environment and manage multiple tasks simultaneously. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Keywords: Jobot, Berkeley , Account Executive - High Net Worth (Insurance), Sales , Walnut Creek, California