Alliance/Partner Management, Communication Skills, Consultative Sales, Customer Retention/Renewal, Diversity, Field Sales, High Net Worth, Insurance, Presentation/Verbal Skills, Revenue Growth, Risk, Risk Analysis, Risk Management, Sales, Sales Presentation, Sales Strategy, Strategic Planning
The Private Risk Advisor role involves outside sales, focusing on high net worth individuals and family offices.
- Promote tailored risk management and insurance solutions through strategic partnerships and trusted advisors.
- Attract and qualify new clients meeting specific high net worth criteria.
- Design comprehensive insurance programs to protect personal assets and lifestyles.
- Conduct risk analyses and develop proprietary solutions with the personal risk team.
- Develop strategic sales plans, build COI networks, and demonstrate industry expertise.
- Drive revenue growth and client retention via consultative selling and professional presentations.
- Position value-added services and collaborate with third-party experts to meet client needs.
- Maintain industry knowledge and influence innovative, bespoke solutions.
Requirements include: 5+ years of high net worth sales experience, strong communication and presentation skills, a current P&C license, and an established COI network.
The role offers a competitive salary of $80,000-$90,000 plus incentives, with company support and a focus on diversity, community engagement, and recognition in a top-ranked employer environment.
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USI Holdings Corporation