The Personal Risk Specialist is an outside sales role focused on serving high net worth clients with tailored insurance solutions.
Primary duties include scheduling client visits, understanding their lifestyle and needs, achieving sales goals, and developing relationships with professionals like lawyers and realtors to generate new business.
Responsibilities also involve creating proposals, maintaining CRM records, and supporting cross-selling strategies. Flexibility for evening hours and travel (50%+) is required.
Ideal candidates have 3+ years in high net worth or personal insurance sales, strong communication skills, industry knowledge, and a property/casualty license. A college degree is preferred.
The role offers comprehensive benefits, recognition programs, and a dynamic, inclusive work environment committed to community engagement and professional development.