Private Wealth Management Advisor
1 week ago
- 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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Private Wealth Advisor
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeKey ResponsibilitiesPromote the USI Private Risk Advisor suite of solutions by building strong business partnerships and relationships with centers of influence (COIs) and trusted advisors.Design and implement comprehensive risk analysis reviews to identify personal, professional, and business exposures and address them with proprietary solutions and...
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Private Wealth Advisor
1 week ago
Valhalla, New York, United States USI Insurance Services Full timeKey ResponsibilitiesAs a Personal Risk Advisor at USI Insurance Services, your key responsibilities will include:Cultivating relationships with partners, strategic partners, and centers of influenceAttracting new clients meeting minimum profile standardsDesigning risk management insurance programsImplementing comprehensive reviewsPreparing and executing...
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Private Asset Management Advisor
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeAbout the RoleWe are looking for a highly motivated and experienced Private Asset Management Advisor to join our team at USI Insurance Services. As a key member of our Private Risk Practice, you will be responsible for promoting the USI Private Risk Advisor suite of solutions to high net worth individuals and family offices.Responsibilities:Develop and...
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Private Wealth Protection Specialist
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeJob 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. •...
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Personal Wealth Protection Specialist
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeJob SummaryWe are seeking a skilled Private Asset Management Advisor to join our team at USI Insurance Services. This role involves promoting the USI Private Risk Advisor suite of solutions to high net worth individuals and family offices. The ideal candidate will have a deep understanding of risk management and insurance solutions, as well as excellent...
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Personal Asset Protection Advisor
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeOverviewUSI Insurance Services is a leading provider of risk management and insurance solutions for high net worth individuals and family offices. We offer a competitive salary range of $120,000 - $180,000 per year and are seeking a highly skilled and experienced Private Risk Advisor to join our team.Job SummaryThe Private Risk Advisor will play a critical...
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Personal Asset Protection Specialist
1 week ago
Valhalla, New York, United States USI Insurance Services Full timeKey ResponsibilitiesPromote 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...
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Insurance Solutions Advisor
7 days ago
Valhalla, New York, United States USI Insurance Services Full timeJob Description: As a Private Risk Advisor with USI Insurance Services, you will play a critical role in cultivating relationships with high net worth individuals and family offices to provide comprehensive risk management and insurance consultation. Key Responsibilities:• Identify and pursue new business opportunities to drive revenue growth. • Develop...
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High Net Worth Risk Consultant
7 days ago
Valhalla, New York, United States USI Insurance Services Full timeJob DescriptionThe USI Insurance Services Private Risk Practice offers comprehensive risk management and insurance consultation to high net worth individuals and family offices. As a Personal Risk Advisor, you will cultivate relationships with partners, strategic partners, and centers of influence focused on the high net worth marketplace.Promote our suite...
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High Net Worth Risk Specialist
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeCompany OverviewUSI 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 yearJob DescriptionThe Private Risk Advisor plays a critical role in cultivating relationships with partners and entities within USI, strategic partners, and...
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High Net Worth Risk Consultant
1 week ago
Valhalla, New York, United States USI Insurance Services Full timeCompany Overview: USI Insurance Services is a leading provider of risk management and insurance solutions for high net worth individuals and family offices. Our Personal Risk Practice offers comprehensive consultation services to help clients navigate complex financial and insurance needs.Job Summary: We are seeking a highly skilled High Net Worth Risk...
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Personal Asset Protection Advisor
1 week ago
Valhalla, New York, United States USI Insurance Services Full timeEstimated Salary:$120,000 - $180,000 per yearJob Description: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.
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Elite Risk Management Consultant
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeAbout UsUSI Insurance Services is a leading provider of risk management and insurance solutions for high net worth individuals and family offices. We are seeking a highly skilled and experienced Private Risk Advisor to join our team.Salary Range: $120,000 - $180,000 per yearJob DescriptionThe Private Risk Advisor will be responsible for promoting the USI...
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Wealth Management Insurance Consultant
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeJob Responsibilities: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.
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High Net Worth Insurance Advisor
3 days ago
Valhalla, New York, United States USI Insurance Services Full timeUSI Insurance Services is seeking a skilled and results-driven High Net Worth Insurance Advisor to join our Personal Risk Practice in Boston. In this role, you will be responsible for providing exceptional client experiences and delivering targeted profitable revenue growth through new revenue generation and client retention strategies.Job Requirements:* 5+...
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Personal Risk Management Consultant
1 week ago
Valhalla, New York, United States USI Insurance Services Full timeJob DescriptionWe are seeking a highly skilled Private Client Solutions Advisor to join our team in North Florida. As a key member of our team, you will be responsible for cultivating relationships with partners and entities within USI, strategic partners, and centers of influence specifically focused on the high net worth and family office marketplace.
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High Net Worth Insurance Risk Consultant
7 days ago
Valhalla, New York, United States USI Insurance Services Full timeCompany Overview: USI Insurance Services is a leading provider of comprehensive risk management and insurance consultation services to high net worth individuals and family offices. Our team of experts is dedicated to delivering tailored solutions that meet the complex financial and insurance needs of our clients.Job Summary: We are seeking an experienced...
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Civil Infrastructure Project Manager
7 days ago
Valhalla, New York, United States WSP Full timeJob Summary: WSP USA is seeking a highly skilled Civil Infrastructure Project Manager to join our dynamic team in Buffalo, NY office. This position will be responsible for leading high-level technical assistance and guidance for multi-site/phase design and construction infrastructure projects in the public and private sector.
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Healthcare Accounting Manager
1 week ago
Valhalla, New York, United States Compass Healthcare Consulting and Placement Full timeA highly respected healthcare consulting firm is seeking an accomplished Healthcare Accounting Manager to join their team in Valhalla, NY.The ideal candidate will possess a minimum of 5 years of experience in both public and private accounting, with a preference for experience in a home health agency. Strong knowledge of GAAP and applicable federal, state,...
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Personal Asset Protection Specialist
1 week ago
Valhalla, New York, United States USI Insurance Services Full timeAbout the RoleWe are seeking an experienced Personal Risk Advisor to join our team at USI Insurance Services. In this role, you will promote our suite of risk management solutions to high net worth individuals and family offices.Your responsibilities will include cultivating relationships with partners, strategic partners, and centers of influence,...