Business Development, Communication Skills, Cross-Selling, Customer Acquisition, Customer Relations, Customer/Client Research, Data Management, Field Sales, Financial Services, High Net Worth, Insurance, Meet Sales Quota, Microsoft Office, Proposal Development, Real Estate Sales, Risk, Risk Management, Sales Management, Willing to Travel
The Personal Risk Specialist is an outside sales role serving affluent clients' insurance needs, focusing on business development and client acquisition.
- Schedule and conduct client meetings to assess lifestyle, concerns, and tailor risk management solutions.
- Achieve sales goals by developing prospect lists and engaging with centers of influence like lawyers, realtors, and financial professionals.
- Build strong relationships with clients, prospects, and internal teams, providing consultative advice and cross-selling services.
- Develop proposals, manage client data, and present personalized insurance programs.
- Travel up to 50% or more; flexible schedule including evenings.
Qualifications include 3+ years in high net worth personal insurance, strong communication skills, industry knowledge, and active property/casualty license. Proficiency in Microsoft Office required.
The role offers competitive compensation, recognition programs, professional development, and benefits, with a focus on community engagement and diversity.
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USI Holdings Corporation