Personal Risk Advisor
1 day ago
USI Insurance Services Personal Risk Practice offers comprehensive risk management and insurance solutions to high net worth individuals, families, and family offices with complex financial needs. Position Private Risk Advisor (PRA) – Outside Sales Location Beaverton, OR (Salary $50,000 - $90,000) or Portland, OR (Salary $123,600 - $198,100) Job Description The Private Risk Advisor fosters strategic partnerships and builds relationships with centers of influence to promote the USI Private Risk Advisor suite of services. Promote the USI Private Risk Advisor suite to centers of influence and trusted advisors. Attract new clients that meet minimum client profile standards. Design risk management insurance programs for high net worth individuals, families, and family offices. Conduct comprehensive risk analysis reviews to identify personal, professional, and business exposures. Prepare and execute strategic sales plans to qualify prospective clients and build a network of Centers of Influence. Drive profitable revenue growth through new client acquisition and retention strategies. Deliver exceptional client experiences with a consultative selling approach. Create and deliver professional presentations and proposals illustrating USI value proposition, industry trends, and customized solutions. Position value‑added services and partnerships to key stakeholders and trusted advisors. Maintain expertise at the highest levels in the personal risk domain. Stay informed on industry trends and advise development of innovative, bespoke solutions. Engage third‑party subject matter experts in response to client needs. Qualifications 5+ years of high‑net‑worth sales experience. Excellent verbal, written, and interpersonal communication skills. Strong presentation skills. Solid conflict‑resolution capabilities. Proficiency in Microsoft Office. Ability to work effectively in a team environment with strong independent thinking. Ability to delegate effectively. Established network of COIs and a proven sales track record. Current property‑and‑casualty license (P&C License). Benefits Competitive base salary and commission. Incentive and recognition programs (USI PEAK). Employee wellness, scholarships for children, financial assistance. Corporate commitment to community engagement and environmental sustainability. Diversity, equity and inclusion initiatives. #J-18808-Ljbffr
-
Personal Risk Advisor
7 days ago
Portland, United States USI Insurance Services Full timeGeneral 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 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription and Requirements 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...
-
Personal Risk Advisor
2 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription and Requirements 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...
-
Personal Risk Advisor
6 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription and Requirements 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...
-
Personal Risk Specialist
2 weeks ago
Portland, United States USI Insurance Services Full timePersonal Risk Specialist – USI Insurance Services Apply for the Personal Risk Specialist role at USI Insurance Services. 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, this role is also expected to establish...
-
Personal Risk Specialist
2 weeks ago
Portland, United States USI Insurance Services Full time3 days ago Be among the first 25 applicants Description and Requirements Requirements Description and Requirements 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...
-
Financial Advisor
2 days ago
Portland, United States Empower Full timeFinancial Advisor & Planner - Personal Strategy page is loaded## Financial Advisor & Planner - Personal Strategyremote type: Remote - Must reside within territorylocations: OR Portland - Remote: WA Seattle - Remote: NV Las Vegas - Remotetime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 31, 2026 (7 days left to apply)job...
-
Portland, United States USI Insurance Services Full timeA leading insurance brokerage is seeking a Personal Risk Specialist to serve affluent clients. This outside sales role involves understanding and fulfilling unique insurance needs, achieving sales goals, and developing marketing strategies. The ideal candidate will have at least 3 years of experience in personal insurance sales and a strong background in...
-
Private Client Risk Advisor
2 weeks ago
Portland, United States USI Insurance Services Full timeA leading insurance brokerage is seeking a Personal Risk Specialist in Portland, Oregon. This outside sales role focuses on servicing the insurance needs of affluent clients. Responsibilities include meeting clients, achieving sales goals, and leveraging professional networks for business development. Ideal candidates should have 3 years in insurance sales...
-
Financial Advisor
3 days ago
Portland, OR, United States Empower Retirement Full timeOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...
