Personal Risk Advisor

1 week ago

Valhalla, United States USI Insurance Services Full time

General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace. Job Description: Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families. Attract new clients to Private Risk that meet the minimum client profile standards. Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team. Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry. Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team. Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs. Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions. Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit. Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs. Engage, introduce and position value-added third-party subject matter experts in response to client needs. Knowledge, Skills and Abilities: 5+ years of High Net Worth sales experience. Excellent verbal, written, and interpersonal communication skills. Excellent presentation skills. Solid conflict resolution capabilities. Microsoft Office program proficiency. Ability to work effectively in a team environment where strong independent thinking skills are important. Ability to delegate effectively. Established network of COIs and a proven track record of sales success. Must possess a current P&C License. #J-18808-Ljbffr

  • Personal Risk Advisor LA

    2 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Advisor

    1 week ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

  • Personal Risk Specialist

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities: Schedule appointments and visit...

  • Personal Risk Specialist

    3 weeks ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities: Schedule appointments and visit...

  • PL Personal Risk Specialist

    5 months ago

    Valhalla, United States USI Insurance Services Full time

    General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Primary Responsibilities: Schedule appointments and...

  • Labor and Delivery Nurse Specialist

    4 weeks ago

    Valhalla, United States HumanEdge Allied Health Full time

    At HumanEdge Allied Health, we're on the lookout for an accomplished Labor and Delivery Nurse to join our esteemed team. With a strong focus on delivering exceptional patient care, our ideal candidate will possess a deep understanding of the complexities involved in high-risk obstetric care.We're confident that the right individual will be drawn to our...

  • Pharmacy Technician Training Specialist

    4 weeks ago

    Valhalla, New York, United States Inside Higher Ed Full time

    The Westchester Educational Opportunity Center invites qualified candidates to apply for the position of Pharmacy Technician Instructor.This role involves teaching a range of courses for the Pharmacy Technician program, providing classroom instruction that prepares students for employment in hospitals or retail pharmacies.Candidates must demonstrate...

  • Civil Engineering Discipline Lead

    4 weeks ago

    Valhalla, New York, United States WSP Full time

    About the RoleWe are seeking a highly skilled and experienced Civil Engineering Discipline Lead to join our team at WSP. As a key member of our engineering team, you will be responsible for providing strategic leadership and direction to our civil engineering discipline, ensuring the successful delivery of projects and work site deliverables.Key...