Personal Risk Consultant

2 weeks ago


Woburn, Massachusetts, United States USI Insurance Services Full time
Job Title: Personal Risk Advisor

Join USI Insurance Services as a Personal Risk Advisor and take on a challenging role that requires expertise in risk management and insurance consultation. As a key member of our team, you will work closely with high net worth individuals and family offices to provide comprehensive risk management and insurance solutions.

Key Responsibilities:
  • Promote USI's Private Risk Advisor suite of solutions by building strong relationships with centers of influence and trusted advisors.
  • Attract new clients who meet our 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.
  • Conduct comprehensive risk analysis reviews to identify personal, professional, and business exposures and address them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
  • Develop strategic sales plans to identify and qualify prospective clients, build a network of centers of influence, and position yourself as 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.
  • Provide exceptional client experiences by utilizing a customized consultative selling approach, positioning the value and focus of the client service team, and their ongoing stewardship of the programs.
  • Create and 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.
  • Maintain expertise at the highest levels and stay up-to-date with industry trends to advise and influence the 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.
Requirements:
  • 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.
About USI:

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth and success through our employee reward and recognition programs.

We are committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, wellness, dental, and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.

We also offer a generous paid family leave benefit and paid holiday time. Join our team and take advantage of these benefits and more



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