Risk Strategies Company

Private Client Sales Leader - Northern California

Risk Strategies Company  •  $180k - $200k/yr  •  Burlingame, CA (Onsite)  •  1 month ago
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Job Description

As Risk Strategies joins the Brown & Brown family, we are expanding our presence in Northern California and we are actively building a scalable Private Client Services (PCS) sales team designed for growth.

We are seeking a Private Client Services Sales Leader to drive expansion across the region by identifying growth opportunities, increasing producer capacity through strategic hiring, and accelerating cross-sell partnerships across the practice. This is a senior sales leadership role for a PCS professional who brings immediate credibility and understands how to grow sophisticated, relationship-driven personal insurance programs for high-net-worth individuals and families.

Strong producers and service teams are in place. The opportunity is to shape where and how PCS grows next in Northern California.

This Role is About:

PCS Growth & Expansion

• Identify geographic and market opportunities to expand Brown & Brown’s PCS footprint across Northern California

• Drive organic growth through strategic new business development and collaborative cross-sell efforts

• Partner closely with Commercial Lines, Employee Benefits, Retirement, and Wealth teams to expand share of wallet

• Driving disciplined use of CRM and pipeline analytics to inform growth decisions, hiring priorities, and cross sell opportunities

Talent & Capacity Building

• Recruit and attract high-caliber PCS producers to support regional growth

• Provide strategic direction and deal support to producers

• Serve as a leadership resource as the PCS practice scales

Client & Market Engagement

• Build relationships with high-net-worth individuals, advisors, and centers of influence

• Maintain strong carrier and wholesaler relationships for complex PCS programs

• Represent Brown & Brown within the Northern California market and community

• Conveys strategy and expectations clearly to diverse audiences

What Sets You Up For Success

• Experience advising complex private clients, including family offices and specialty risk exposures

• Demonstrated ability to expand PCS business through hiring, collaboration, and opportunity identification

• Entrepreneurial and comfortable operating independently

• Collaborative across practices to drive cross-sell growth

Qualifications

• Active Property & Casualty license; Life & Health license preferred or ability to obtain

• Bachelor’s degree or equivalent experience

• Established Northern California market relationships preferred

• Local travel as needed

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Why Brown & Brown

• Opportunity to help build and scale a PCS practice in a strategic growth market

• Local authority with national resources and carrier access

• No territory restrictions and strong service support

• Long‑term career opportunities with a financially strong, growth‑focused organization

The Power to Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Learn more about us at www.bbrown.com

Pay Range:

$180,000.00 - $200,000.00 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice

Risk Strategies Company

About Risk Strategies Company

At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions.

We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence.

We love what we do, and it shows.

For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2025, we earned certification as a Great Place to Work for the second year in a row.

Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Boston, MA
Year Founded
1997
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