Personal Risk Consultant

1 day ago

White Plains, New York, United States USI Holdings Corporation Full time
Job Summary

We are seeking a highly skilled and experienced Personal Risk Advisor to join our team at USI Insurance Services. As a key member of our Personal Risk Practice, you will be responsible for providing comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.

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.
  • 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.
  • 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.
  • Gain and develop knowledge of industry trends as well as advise and influence 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 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 have created one of the most dynamic personal and professional development cultures in the industry, investing heavily in our associates and celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

We offer a full-suite of benefits, including medical, wellness, dental, and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance, as well as other unique employer-sponsored and voluntary programs. We also offer a generous paid time away program, including paid time off (PTO), paid time for employee disability leave, paid parental leave, and holiday time.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects, to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint, we're working together as ONE to build a better future.

We are nationally recognized as a top insurance employer, with awards and accolades including Insurance Business America's Top Insurance Employers for six consecutive years, Business Insurance's annual list of the Best Places to Work in Insurance for four years in a row, and the American Heart Association's Gold Status for maintaining a culture of health and well-being for five years in a row.

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