Personal Risk Consultant

1 week ago


Orlando, Florida, United States USI Insurance Services Full time
Job Summary

We are seeking a highly skilled Personal Risk Advisor to join our team at USI Insurance Services. As a key member of our Private 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
  • Develop and maintain relationships with high net worth individuals and family offices to identify and address their risk management and insurance needs.
  • Design and implement customized risk management insurance programs to protect the personal assets, exposures, and lifestyles of high net worth individuals and families.
  • Conduct comprehensive risk analysis reviews to identify personal, professional, and business exposures and develop strategies to mitigate them.
  • Collaborate with internal teams to deliver exceptional client experiences and drive profitable revenue growth.
  • Stay up-to-date with industry trends and developments to provide innovative and bespoke solutions to clients.
Requirements
  • 5+ years of experience in high net worth sales or a related field.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong conflict resolution and negotiation skills.
  • Ability to work effectively in a team environment and delegate tasks as needed.
  • Established network of centers of influence and a proven track record of sales success.
  • P&C License required.
Why USI?

USI is a leading insurance brokerage and consulting firm with a strong reputation for delivering exceptional client experiences and innovative solutions. We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.



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