The Producer - Financial Institutions & Professional Services role involves generating new sales to existing and prospective clients, preparing proposals and presentations, and identifying cross-selling opportunities. The role also includes client management, pipeline management, and people management responsibilities.
Requirements
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
- Help to identify and develop future producer talent.
Benefits
- Paid time off
- Retirement plan
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) matching
