Private Wealth Protection Specialist

2 days ago


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

Job Summary: We are seeking a seasoned sales professional to join our team as a Private Risk Advisor. The ideal candidate will have extensive experience in High Net Worth sales and a strong network of Centers of Influence (COIs).

Key Responsibilities:
• Develop and execute strategic sales plans to attract new clients and grow existing relationships.
• Collaborate with internal teams to design and implement comprehensive risk management insurance programs.
• Provide exceptional client experiences through customized consultative selling approaches.
• Stay up-to-date on industry trends and advise on innovative solutions.
• Engage with third-party subject matter experts as needed.
• Build and maintain relationships with COIs and trusted advisors.
• Meet or exceed sales targets and revenue growth goals.

Requirements:
• 5+ years of High Net Worth sales experience.
• Proven track record of sales success and a strong network of COIs.
• Excellent verbal, written, and interpersonal communication skills.
• Strong presentation and conflict resolution capabilities.
• Proficiency in Microsoft Office programs.
• Current P&C License required.

Salary Range:$150,000 - $220,000 per annum.

About USI Insurance Services: As a leading insurance brokerage firm, we are committed to providing comprehensive risk management and insurance consultation to high net worth individuals and family offices.



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