High Net Worth Risk Consultant
1 week ago
Company Overview
USI Insurance Services is a leading provider of risk management and insurance solutions for high net worth individuals and family offices. Our Private Risk Practice offers comprehensive consulting services to help clients protect their assets, exposures, and lifestyles.
Job Description:
Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships with centers of influence and trusted advisors to financially successful families. Attract new clients who meet minimum client profile standards. Design risk management insurance programs to protect personal assets, exposures, and lifestyles of high net worth individuals, families, and family offices. Implement comprehensive risk analysis reviews to identify personal, professional, and business exposures and address them with proprietary solutions. 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.
Estimated Salary Range: $80,000 - $120,000 per year
This role requires excellent verbal, written, and interpersonal communication skills, as well as strong presentation skills. Solid conflict resolution capabilities and Microsoft Office program proficiency are also essential. The ideal candidate will have 5+ years of High Net Worth sales experience, an established network of COIs, and a proven track record of sales success. A current P&C License is required.
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