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Wealth Risk Management Consultant

2 months ago

Concord, California, United States USI Holdings Corporation Full time
Overview: The Wealth Risk Management Consultant is an external sales role dedicated to addressing the specialized insurance requirements of affluent and high net worth clientele. This position emphasizes cross-selling and is tasked with cultivating new client sources.

Key Responsibilities:
  • Arrange meetings and engage with high net worth individuals to assess their lifestyle, concerns, and distinct insurance requirements, providing tailored consultative advice for personal risk management solutions.
  • Meet annual new business sales targets aligned with our target demographic.
  • To achieve revenue objectives, the consultant will need to compile lists of potential centers of influence and lead sources within the target market.
  • Effectively penetrate designated prospect targets using the Engagement Platform process with potential business partners, including legal professionals, financial advisors, real estate agents, and others serving the affluent market.
  • Exhibit the ability to identify and navigate sales challenges on a case-by-case basis.
  • Successfully formulate and implement sales and marketing strategies, along with regular communications to enhance USI's market presence.
  • The Wealth Risk Management Consultant will engage with external centers of influence to prospect, connect, and ultimately provide value-added services to their clients.
  • Foster strong collaborative relationships and gain the trust of Commercial Lines and Employee Benefits production teams.
  • Establish a reputation as a trusted advisor and partner to clients and prospects.
  • Develop and support cross-selling initiatives for both existing and new client relationships.
  • Participate in and, when necessary, lead meetings with current and prospective clients.
  • Manage client and prospect data, including creating prospect lists from business clients and maintaining activity records in USI's CRM and sales tracking systems.
  • Oversee the preparation of proposals for Personal Risk Management clients and prospects, conduct research, assist in drafting responses, and present customized insurance programs to potential clients.
  • Flexibility in scheduling is required, including some evening hours.
Qualifications:
  • Preferred candidates will have a minimum of 3 years of experience in High Net Worth or personal insurance sales or service.
  • Exceptional written and verbal communication skills.
  • Experience in the personal lines insurance sector is essential.
  • Willingness to travel 50% or more of the time for client meetings.
  • Strong teamwork abilities and the capacity to work independently.
  • Highly driven, goal-oriented, and organized individual focused on achieving personal sales objectives.
  • Excellent customer service skills applicable to the sales process.
  • In-depth knowledge of insurance carriers and the personal insurance marketplace.
  • Commitment to the mutual goals of the Personal Insurance Practice and Regional Office.
  • A college degree is preferred, but a high school diploma or equivalent is required.
  • An active property-casualty license is required (or must be obtained within 60 days of employment).
  • Proficiency in the MS Office suite is necessary.
Why Choose USI?

USI Holdings Corporation is a leading insurance brokerage and consulting firm with over $2.5 billion in revenue and a workforce of more than 10,000 associates across 200+ offices nationwide. We pride ourselves on fostering a dynamic culture of personal and professional development. Our commitment to our associates is reflected in our unique employee recognition and reward programs.

Comprehensive Resources and Support

What sets USI apart is the USI ONE Advantage, a transformative value proposition that provides clients with a comprehensive suite of risk management and benefit solutions that positively impact their bottom line. Through USI ONE, we create strategic, timely, and effective risk management and benefit programs that are straightforward and demonstrate economic benefits.

Competitive Rewards and Recognition

In addition to competitive compensation and benefits, USI acknowledges top sales associates through the USI PEAK program, which rewards outstanding performance. We also offer programs that promote health and well-being, including wellness initiatives, scholarships for associates' children, and financial assistance during challenging times.

Community Engagement

We are dedicated to giving back to our communities and fostering environmental sustainability. Our efforts include supporting local non-profits, animal shelters, and environmental restoration projects, as well as partnering with eco-conscious vendors to minimize our environmental impact.

Diversity, Equity, and Inclusion Commitment

Our award-winning diversity, equity, and inclusion program, I'm With U, equips our associates with the knowledge and tools to better serve our clients and communities through tailored education and outreach initiatives.

Recognized as a Top Employer
  • Consistently recognized as one of Insurance Business America's Top Insurance Employers.
  • Featured on Business Insurance's annual list of the Best Places to Work in Insurance.
  • Awarded Gold Status by the American Heart Association for promoting a culture of health and well-being.
USI is committed to offering a comprehensive suite of competitive benefits tailored to our diverse workforce, including health, welfare, and financial benefits, as well as generous paid family leave and holiday time.