Personal Asset Protection Specialist

7 days ago


Valhalla, New York, United States USI Insurance Services Full time
Key Responsibilities
  • 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.


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