Personal Lines VIP Account Executive Fredericton or Moncton

Deliver discreet, proactive, white-glove insurance advice to high-net-worth clients.

Belong here. Grow here.

Your Talent. Our Commitment to Excellence. Build your career at the BEST place to learn & grow!

Who We Are:

As one of Atlantic Canada’s largest privately owned insurance brokerages, at Wilson Insurance Ltd., our culture is grounded in collaboration, integrity and continuous improvement.

We invest in our people, encourage innovation, build relationships, and work together to deliver exceptional experiences for our clients – every time, and our communities are at the heart of what we do.

The Role

We are seeking a relationship-driven, results-oriented Personal Lines VIP Account Executive to drive new business growth, develop strategic referral partnerships, and serve high-net-worth clients.

In this role, you will build relationships, identify opportunities, and deliver tailored insurance solutions for high-value homes, luxury and collector vehicles, watercraft, collections, cyber exposures, excess liability, and other specialized risks.

You will lead the sales process from prospecting and networking through risk assessment, proposal development, negotiations, and closing, while identifying opportunities to grow and strengthen client relationships.

What You’ll Do

- Achieve annual new business premium targets through strategic prospecting, networking, referrals, and business development, while building and managing a pipeline of qualified prospects to drive profitable growth.
- Develop a centre of influence with other financial professionals to generate referrals and new business opportunities.
- Lead client discovery, risk assessments, market submissions, proposal presentations, negotiations, and closing, ensuring insurance solutions align with clients’ assets, lifestyles, privacy needs, and risk tolerance.
- Design tailored insurance programs for complex personal risks, partnering with specialized insurers, underwriters to deliver comprehensive coverage solutions.
- Prepare coverage comparisons and provide clear, expert advice on coverage options, limits, valuations, exclusions, and risk-management recommendations.
- Deliver proactive, discreet, high-touch service with urgency, precision, and professionalism to build trust, strengthen long-term high-net-worth client relationships, support retention, and generate referrals.
- Collaborate across departments to identify cross-selling opportunities, develop broader client relationships,



and maximize business growth.
- Monitor sales activity and production against annual targets while maintaining accurate documentation, confidentiality, and compliance with applicable standards.
- Participate in client meetings, networking activities, and select industry and community events.
- Build and maintain a prospect list through referrals, and direct sales activities.
- Stay informed of industry and market trends, product offerings, and regulatory changes to maintain expertise and proactively address the evolving needs of prospects and clients.

What You Bring:

- Bachelor’s degree in business or a related field or a college diploma in business or a related field is preferred.
- 5-10 years of brokerage sales experience, preferably serving high-net-worth clients.
- A combination of education and experience will be considered.
- A valid insurance license and CAIB or CIP designation is required.
- Knowledge of complex personal risk, high-value property, excess liability, specialty assets, and tailored coverage solutions.
- Knowledge of agreed-value and guaranteed replacement cost coverage, personal cyber, specialty collections, luxury and collector vehicles, watercraft, and secondary or international residences.
- Demonstrates excellent judgment, discretion, attention to detail, and a proactive, solutions-oriented mindset.
- Strong communication, negotiation, and interpersonal skills, with the ability to address concerns, manage objections, and secure favourable outcomes.
- Proven experience with high-net-worth and specialty personal insurance markets, including complex, multi-policy portfolios.
- Strong sales, relationship management, organizational, and problem-solving skills, with a self-motivated and results-driven approach. In-depth knowledge of the high-net-worth insurance market, with established relationships with specialized carriers, underwriters, and key market contacts.
- Experience developing and delivering tailored risk-management recommendations.
- Proficiency in Microsoft Office Suite (MS365), broker management systems (Applied EPIC), and insurer portals.




- Bilingualism in English and French is considered an asset.

How We Work

- This position is based in either Fredericton or Moncton, NB
- Regular office hours are 8am to 4:30 PM AST.
- Schedule flexibility and overtime may be required to accommodate off-site meetings or events including but not limited to: client meetings, prospect meetings, networking opportunities, and business development events.
- Local travel is required as part of building and maintaining a successful VIP client portfolio.

What We Offer:

- Strong brand and reputation
- Competitive base salary plus uncapped commission that rewards sales performance and business growth
- Benefits, retirement savings plan, paid time-off, wellness and educational assistance programs
- Opportunities to generate business through interdepartmental collaboration, internal referrals and cross-selling across the organization
- Ongoing technical training, and professional development
- Clear annual new business premium targets and the opportunity to grow your portfolio and earnings
- Access to specialized high-net-worth insurance markets, carrier relationships, and resources to help you deliver differentiated solutions
- The opportunity to build a valuable client portfolio, expand your professional network, and grow your career in a specialized insurance market
- A supportive, team-oriented, team-oriented, people-first workplace where initiative, relationship-building and business development are valued
- Opportunities for community connections – we’re deeply rooted in the communities we serve and take pride in giving back
- Hybrid, remote or in-office work arrangements

Build Your Future with Wilson Insurance

For over 95 years, Wilson Insurance Ltd. has been proudly serving the Maritimes with trusted advice and personalized solutions. Our strength is our people — and we’re always looking for talented, passionate individuals to join our growing team.

For more information about Wilson Insurance visit us at www.wilsoninsurance.ca.

We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.

Benefits:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Life insurance
- RRSP match
- Vision care

Experience:

- brokerage sales: 5 years (preferred)

Licence/Certification:

- insurance license and either a CAIB or CIP designation (preferred)

Work Location: Hybrid remote in Fredericton, NB E3B 1B6

📌 Personal Lines VIP Account Executive (Sales) (Downtown)
🏢 Wilson Insurance
📍 Downtown