Job Title Insurance-Pension Sales/Consulting
Date Posted 11/26/2014
Location West Palm Beach, FL
Status A
Job Type Full-Time Regular
Position Id EB-8639488331
Written By ADMIN
Job Description



Job Description – Insurance Consultant 


Category:                      Insurance-Pension Sales/Consulting


Job Location:                West Palm Beach, Miami FL - AND New York, NY


Areas of discipline are:

·         Corporate Retirement (traditional & 401(k)

·         Property/Casualty

·         Group Benefits.



Company Overview


During the last ten-years, our client has built a national and international proprietary database of 4,500 brokers and providers in the Property/Casualty, Group Benefits and Retirement areas.  This unique database contains coverage specialties of the providers along with price-points and client lists of hundreds of thousands of national and global clients whom they represent. and corporate retirement.corborate benefits.


Corporate C-level executives can quickly and confidentially compare their existing costs with similar sized companies with similar characteristics within and outside their geographic boundaries by using this research and information.


By utilizing this method, our client has saved over $65m in overpriced insurance and pension related expenses.  Our client acts purely in a consultative capacity (non-brokerage) and is paid on matching existing coverage and servicing and generating savings over a three-year period.  Existing relationships need not be disturbed to ensure successful results.


Our client is a unique Manhattan based consultancy (non-brokerage) financial service boutique firm looking to hire an entrepreneurial minded Insurance Consultant to expand upon already existing international platform.





  • Must be, self-motivated and disciplined, detail oriented, results oriented, and be able to work independently as well as in a team environment
  • Be able to multi-task, mediate both client and providers and write specification documents and final reports.
  • Be willing and able to travel
  • Maintain own client development resources and follow-through techniques for successful closure
  • Must be able to work in the US indefinitely  





  • Proven sales record (5-years minimum) for Corporate Retirement (traditional & 401(k) or Property/Casualty and Group Benefits products or services.
  • Selling to C-level executives of private and non-private companies and consistently hitting or exceeding quotas.
  • Minimum of a 4-year college degree
  • Employment record documenting the ability to understand and communicate a technical product to financial executives.



Employment Status:      Independent Contractor



        • High six figure income potential
        • Residual income
        • Generous commission plan

Work with the founder and owner to build upon the company's West and East coast offices in an entrepreneurial setting. The business platform is a U.S. registered trademark and has a U.S patent-pending status and there is no direct competition to this business model.


targeting companies in 5mllion in insurance premiums or more. analysis of coverage->some are under insured or over insured make sure u have right covergae->you get paid of the savings you provide to them->insurance audit (have world wide database for same coverage for lower price, but you are notdisturb the relationship between you the customer and the broker. 10% 5mill is $500K of savings they get paid 1/3 of savings for 3 years. audit once and take u 3-6 months.50% of that cash in is theirs. 100%. doesnt want wholesale (manages broker relationships and sold through those channels) he wants retail (deals with the end user the buyer itself). good companies Aon, Marsh, willis and willis, AIG.


highly entrepuenuer. tons of cash and start in his company a


For immediate consideration, please forward your resume to


Kind regards,


Heidi Soto

Executive Recruiter