High Net Worth Risk Specialist

2 days ago


Valhalla, New York, United States USI Insurance Services Full time

Company Overview

USI Insurance Services is a leading provider of risk management and insurance solutions for high net worth individuals and family offices.

Estimated Salary: $120,000 - $180,000 per year

Job Description

The Private Risk Advisor plays a critical role in cultivating relationships with partners and entities within USI, strategic partners, and centers of influence to provide comprehensive risk management and insurance consultation services to high net worth clients.

Main Responsibilities:

  • Promote the USI Private Risk Advisors suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors.
  • 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 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.

Required Skills and Qualifications:

  • 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.


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