Regional Private Client Manager
As a Private Client Manager, you will be joining our West Region Sales Team! This is a dynamic and integral team here at Hagerty providing insurance products and membership services to collector car enthusiasts through multiple channels.Responsibilities for the Private Client Manager will include growing and maintaining Hagerty's Private Client accounts in CA, AZ, NV, OR, and WAThese include vehicles and collections above $500,000You will build strategies, development plans, meet with clients and brokers, and collaborate with other sales teams to drive sales results in the West RegionYou will be part of the leadership team and expected to travel with, coach, and mentor the Territory Managers in the region on how to work with high net worth brokers, clients and prospectsYou will be responsible for pipeline management across the region for HNW individuals and leading the sales efforts to retain and close new membersThe role also includes traveling to and attending car shows or social events with agents or clients and conducting ongoing product and risk management training.Ready to get in the driver's seat? Join us!What you'll do Implement business plans, formal presentations, and proposals in a credible manner to high net worth brokers, clients and prospects. Market Hagerty products to insurance brokers, regional automotive influencers, direct clients, and commercial accounts. Participate in select insurance and automotive events with the objective of identifying new prospects and building relations with existing members. Visit existing prospects with the objective of conversion to client status. Visit with existing clients to maintain communications, increase retention, and use the existing base as spheres of influence in identifying new prospects. Work with partners to identify ways to increase awareness, understanding, and utilization of Hagerty; implement a variety of communication and training projects. Be a subject matter expert on the buying habits, preferences, product differences and nuances of the high-net-worth car collector and be willing to train others.This might describe you Passion to network and build relationships within the insurance and collector car industries. Constantly adapting to positive change and innovation. Mentorship and coaching others is something you get excited about. Thrives in a fast and flexible team environment where cumulative efforts are the priority. Exhibits urgency, ambition, and competitiveness. An analytical approach balanced with a gift for connecting with others. Proven track record of outside sales success. Familiarity of public company requirements, including Sarbanes Oxley and key regulations, if applicable.Role Requirements Proven success in a competitive sales environment. Strong insurance sales and/or leadership experience. Willingness to travel 25-35% of the month, year-round. Ability to balance multiple projects under tight constraints. Current Personal Lines Insurance License. Proficient user of MS Office products:
Word, Excel, and PowerPoint Experience with Tableau and Salesforce. Valid Driver's License and good standing driving record. CPRIA certification or similar certification or willingness to acquire it.Other things to note The position is a remote role for residents of the Western region of the United States with preference that the role resides in the Southern California market. Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if applicableFor SOX compliant roles, responsible for designing, executing, and documenting internal controls where they have been identified as owners to prevent errors in financial reporting, processes, and business operationsIncluding attestation to the completeness, accuracy, and compliance of all financial reporting data, where applicable.Say hello to HagertyHagerty is an automotive enthusiast brand and the world's largest membership organization for car loversAlong with being a best-in-class provider of specialty insurance for enthusiasts, Hagerty is also home to the Hagerty Drivers Foundation, Garage
Social, Hagerty Drivers Club, MotorsportReg and so much moreCommitted to saving driving for future generations, each and every thing Hagerty does is dedicated to the love of the automobile.Hagerty is a rapidly growing company that values a winning cultureWe provide meaningful work for, and invest in, every single team member.At Hagerty, we share the roadWe are an inclusive automotive community where all are welcomed, valued and belong regardless of race, gender, age or car preferenceWe are united by our shared passion for driving, our commitment to preserve car culture for future generations and our desire to make a positive impact in the world.If you reside in the following jurisdictions:
Illinois, Colorado, California, Washington, New York, or Jersey City, New Jersey, British Columbia, Canada please email email protected for compensation, comprehensive benefits and the perks that set us apart.#LI-remoteEEO/AAUS Benefits OverviewCanada Benefits OverviewUK Benefits OverviewIf you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Recommended Skills Accounting Adaptability Automotive Industry Competitive Sales Insurance Sales Internal Controls Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
Word, Excel, and PowerPoint Experience with Tableau and Salesforce. Valid Driver's License and good standing driving record. CPRIA certification or similar certification or willingness to acquire it.Other things to note The position is a remote role for residents of the Western region of the United States with preference that the role resides in the Southern California market. Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if applicableFor SOX compliant roles, responsible for designing, executing, and documenting internal controls where they have been identified as owners to prevent errors in financial reporting, processes, and business operationsIncluding attestation to the completeness, accuracy, and compliance of all financial reporting data, where applicable.Say hello to HagertyHagerty is an automotive enthusiast brand and the world's largest membership organization for car loversAlong with being a best-in-class provider of specialty insurance for enthusiasts, Hagerty is also home to the Hagerty Drivers Foundation, Garage
Social, Hagerty Drivers Club, MotorsportReg and so much moreCommitted to saving driving for future generations, each and every thing Hagerty does is dedicated to the love of the automobile.Hagerty is a rapidly growing company that values a winning cultureWe provide meaningful work for, and invest in, every single team member.At Hagerty, we share the roadWe are an inclusive automotive community where all are welcomed, valued and belong regardless of race, gender, age or car preferenceWe are united by our shared passion for driving, our commitment to preserve car culture for future generations and our desire to make a positive impact in the world.If you reside in the following jurisdictions:
Illinois, Colorado, California, Washington, New York, or Jersey City, New Jersey, British Columbia, Canada please email email protected for compensation, comprehensive benefits and the perks that set us apart.#LI-remoteEEO/AAUS Benefits OverviewCanada Benefits OverviewUK Benefits OverviewIf you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Recommended Skills Accounting Adaptability Automotive Industry Competitive Sales Insurance Sales Internal Controls Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
