Private Client Services- West Zone Sales Leader- San Francisco, CA

Position Summary:

Oversees new client acquisition process and ensures achievement of new business goals for assigned team of Sales & Risk Consultants.

Responsibilities:

  • Oversees the new client acquisition process including: risk consulting, discovery, Personal Risk Management (PRM) review development, delivery and implementation.
  • Manages and updates new business funnel and forecast.
  • Oversees client entry in data management system to ensure accuracy and compliance with processes.
  • Assists Business Development Executives and Sales & Risk Consultants with new and existing referral source and prospect development
  • Supports client service strategy and partners with National Client Solutions when and as appropriate.
  • Partners with appropriate Client Advisor Manager to determine Client Advisor new business assignments.
  • Collaborates with Zone Leader and Sales Leader to develop and implement sales strategies. Develops and maintains local carrier relationships.
  • Develops, trains and coaches staff to ensure performance standards are met
  • Collaborates with Zone Leader and Sales Leader to develop and implement sales strategies.


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