What are the responsibilities and job description for the Private Client Insurance Producer position at Wheeler & Taylor, Inc.?
At Wheeler & Taylor, we partner with accomplished Private Client Advisors who have already demonstrated the ability to build trusted relationships with affluent families, business owners, wealth advisors, attorneys, and centers of influence.
You've built the relationships.
Now build something bigger.
You don't need another insurance agency.
You need a platform that helps you grow your brand, deepen your relationships, and build a more valuable business.
The Wheeler & Taylor Producer Success Platform™ was created for experienced advisors who have outgrown the traditional agency model and want more than carrier access and administrative support.
It's designed to help advisors elevate their personal brand, deepen referral relationships, access sophisticated private client markets, and accelerate growth.
If you've outgrown your current platform and are looking for greater visibility, stronger referral development, expanded market access, and a clear path to growth, we'd like to talk.
What You'll Do
• Develop and strengthen relationships with high-net-worth individuals, families, executives, and business owners
• Cultivate referral partnerships with wealth advisors, estate planning attorneys, CPAs, family offices, and other centers of influence
• Identify complex personal risk exposures and design customized protection strategies
• Access specialized private client and high-value insurance solutions for sophisticated clients
• Expand your presence in the market and reputation as a trusted advisor
• Drive profitable new business growth while delivering a white-glove client experience
• Build long-term client relationships that create lasting value for your clients and your business
The Wheeler & Taylor Difference
Most agencies offer carrier access.
We help advisors build a bigger business.
The Producer Success Platform™ was designed to help advisors grow their personal brand, strengthen referral partnerships, access sophisticated private client markets, and accelerate business development.
We believe accomplished advisors deserve more than support.
They deserve a strategic growth partner.
Through Wheeler & Taylor's Producer Success Platform™, you'll have access to:
• Personal branding support
• Thought leadership and content development
• Business development and marketing resources
• Referral and COI growth strategies
• Specialized private client market access
• Operational and service support
• A team committed to helping you scale your practice, not simply maintain it
Our Mission
Help exceptional advisors build something bigger than they could on their own.
Who Thrives Here
• Producers with an entrepreneurial mindset
• Advisors who value relationships over transactions
• Professionals who want to become the go-to advisor in their market
• Individuals seeking greater growth opportunities, market access, and professional visibility
• Advisors serving affluent, high-net-worth, and ultra-high-net-worth clients
• Professionals who have built strong relationships with wealth advisors, estate planning attorneys, family offices, CPAs, and other centers of influence
• Advisors who want marketing, branding, and business development resources designed to strengthen those relationships
• Individuals who want to build their own legacy, not just contribute to someone else's
Why Wheeler & Taylor
For more than 150 years, Wheeler & Taylor has helped clients protect what matters most.
Today, we're helping advisors do the same.
We believe great advisors deserve more than a compensation plan. They deserve a platform that helps them grow their reputation, expand their influence, and maximize their potential.
You've already built the relationships.
You've earned your clients' trust.
The question isn't whether you've built a successful practice.
The question is whether your current platform is helping you reach your full potential.
If you're looking for the marketing support, referral development, market access, and strategic resources to take your business to the next level, let's start a conversation.