Teams at Marshall+Sterling

Launch a career in Personal Lines insurance through structured training and mentorship. Prospect, build client relationships, generate new business, meet performance goals, obtain required Florida insurance licensure, and contribute to team success while providing excellent client service.

Design and manage risk‑adjusted investment portfolios for a range of clients (including high‑net‑worth and mass affluent) using research and analysis. Occasional travel for conferences and client presentations (<5%).

Build and maintain client relationships, prospect and grow a sales pipeline, assess client insurance needs, prepare quotes/proposals using agency tools, meet sales goals, collaborate across teams, and maintain documentation and compliance.