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Sales and Risk Consultant

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Mercer

2mo ago

  • Job
    Full-time
    Mid Level
  • Customer Relations
    Sales & Business Development
  • Las Vegas

AI generated summary

  • You need 4 years of business development/client service experience, successful sales with high net worth clients, P&C licensing, personal lines insurance experience, and preferably a Bachelor’s degree.
  • You will gather coverage info, evaluate risks, provide tailored advice, make recommendations, collaborate with team members, ensure compliance, and update sales systems promptly.

Requirements

  • 4 years of directly related business development/client service experience.
  • Successful Sales and Risk Consultant experience with high net worth clients essential.
  • P&C licensed and personal lines insurance experience necessary.
  • Bachelor’s degree strongly preferred.

Responsibilities

  • SRC gathers current coverage information from prospect and evaluates and analyzes data
  • Prepare comprehensive risk evaluation to include product and service requirements
  • Delivers individual advice including advantages and disadvantages of the various options
  • Makes recommendations during a one on one with prospects and clients
  • This role requires some travel
  • 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
  • Updates Sales system in an accurate and timely manner
  • Ensures regulatory requirements are met and complies with internal policies and procedures
  • Reviews and interprets carrier contract language to deliver optimal client coverage recommendations

FAQs

What is the primary role of a Sales and Risk Consultant at Marsh McLennan Agency (MMA)?

The primary role involves gathering current coverage information, evaluating data, preparing comprehensive risk evaluations, delivering individual advice to clients, and making recommendations during one-on-one interactions with prospects.

What qualifications are required for this position?

The position requires at least 4 years of directly related business development or client service experience, successful experience with high net worth clients, and a P&C license along with personal lines insurance experience.

Is a Bachelor's degree mandatory for this position?

While a Bachelor's degree is strongly preferred, it is not mandatory to apply.

Will there be any travel involved in this role?

Yes, this role requires some travel.

What type of clients will I be working with as a Sales and Risk Consultant?

You will be working with high net worth clients, providing them with business insurance, employee health and benefits, retirement, and private client insurance solutions.

Are there opportunities for professional development and tuition reimbursement?

Yes, the company offers tuition reimbursement and various professional development opportunities.

What benefits does MMA offer to its employees?

MMA offers generous time off, including personal and volunteering, hybrid and flexible work options, charitable contribution match programs, stock purchase opportunities, and a competitive total rewards package that includes health and welfare benefits.

How does MMA promote an inclusive culture?

MMA embraces a culture that celebrates diverse backgrounds, heritages, and perspectives of colleagues and clients, promoting ethics, talent, and ambition.

How often are the sales systems updated?

Sales systems are updated in an accurate and timely manner, as required by the role.

Can I apply if I don't meet all the qualifications listed?

Yes, MMA encourages candidates who are close to meeting the qualifications to apply, even if they don't check all the boxes.

Preparing you for the future of work. Improving health and well-being. Reshaping retirement and investment outcomes

Consulting
Industry
10,001+
Employees
1945
Founded Year

Mission & Purpose

Mercer is a global consulting firm that specializes in providing human resources, benefits, and investment-related services to organisations. They offer a wide range of consulting solutions in areas such as talent management, compensation and benefits, retirement planning, and investment advice. Mercer's ultimate mission is to help organisations and individuals achieve better health, wealth, and career outcomes. Their purpose lies in delivering personalised and data-driven solutions that address the evolving challenges in the workplace, improve employee well-being, and optimise organisational performance. By leveraging their expertise in human capital, health, and wealth management, Mercer aims to empower businesses to make informed decisions, attract and retain top talent, and create sustainable and thriving work environments. Additionally, they strive to assist individuals in making informed financial decisions to secure their financial future and retirement. Through their consulting services and research-driven insights, Mercer seeks to shape the future of work, promote employee well-being, and drive positive change in the world of work and benefits.

Benefits

  • Paid vacation and holidays

  • Life insurance

  • Legal assistance

  • Health club discounts