Job Description

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics

About AgencyONE:

AgencyONE is a premier insurance brokerage general agency working with financial advisors across the country to preserve enduring family values through responsible wealth and risk management. AgencyONE works closely and collaboratively with its financial advisors to serve the life insurance, estate and principal protection needs of their clients.

Position Summary:

You are an experienced life and health insurance professional that successfully manages a book of insurance advisors and has successfully recruited top advisors for at least 5 years. You may have had experience in a retail (client facing) advisory capacity yourself.  You understand the role that risk mitigation products (life, long-term care, disability, annuity and related solutions) play into the financial and retirement planning, business succession and estate planning process of the advisors that you work with or desire to work with.  You understand planning and product solutions and can assist in a point-of-sale\solution environment.  You are looking for an organization with strong advanced markets and underwriting capabilities to support your recruiting and sales efforts.  You are a self-motivated and goal-oriented individual who can also be a team player and collaborate with other sales, advanced planning and underwriting professionals in the organization.  You are highly ethical and value our mentality of “client first”.

Responsibilities:

Maintain regular contact with independent, top producers\prospective top producers and deliver high-value sales presentations.

Participate in a point-of-solution network for Hub International Property & Casualty (P&C), Employee Benefits (EB), Retirement and Private Wealth (RPW) and Private Client Group (PCG) verticals, delivering value to every producer relationship for client cross-sell opportunities.

Develop new production from producers, by understanding, listening and imparting the tools and concepts that create revenue and make the complex, simple.

Consistently focus on high value selling activities, exceed service expectations and develop deep customer relationships.

Deliver our unique value proposition and deliver a compelling “buyer journey”.  

Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making.

Must be passionate about business and have a track record of sales success

Develop $2 million of commissionable premium within a 2-year period.

Education/Experience

Qualified candidates must possess a bachelor’s degree from a four-year college or university

CLU, CLTC, ChFC and/or CFP designations highly desired.

Life Insurance license and Series 6 required.

Skills / Requirements:

Self-motivated and passionate about wholesaling excellence and sales growth

Have at least 5 years of experience wholesaling

Have a group of “portable” producers that can reliably provide more than $1 million annually of commissionable premium (once up and running – after 2 years) is preferred.

Understand how to motivate and develop business from brokers that have a healthy client base but who don’t sell protection products. They must be able to consistently stay in contact to develop this business. 

Be well-organized, energetic, and a follow-through professional.

Ability to develop relationships with producers and centers of influence as a consultative, trusted advisor.

Superior customer service and ability to build productive long-term relationships.

Strong ability cross-sell and create revenue-producing referrals in Annuities, Disability and Long-Term Care

Understand complex life insurance concepts used for business and estate planning, and cash value accumulation for the purpose of tax-free distributions.

Exceptional interpersonal and networking skills (Including Linked-In)

Solid professional writing skills.

Must be able to present in one-on-one and small group settings

Must be detail-oriented, analytical, well-organized, assertive, confident, thoughtful, innovative and creative – all the attributes of a successful entrepreneur.

Essential Skills

Ability to use technology including but not limited to keyboard, computer/mobile devices, photocopier, scanner with ease and speed

Demonstrates the ability to understand the relationship of numbers

Demonstrates the ability to communicate, both verbal and written, effectively and succinctly, using proper grammar and sentence structure

Ability to work with deadlines in a high-pressure environment

Demonstrates the ability to effectively lead

Compensation

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $90,000-$100,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#SPG

Department Sales

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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