Personal Risk Consultant

2 weeks ago

Los Angeles, California, United States USI Holdings Corporation Full time
Job Description

Overview:

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.

The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.

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 COI's and a proven track record of sales success
  • Must possess a current P&C License

About USI:

With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world.

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 invite you to learn more about what makes USI an exceptional place to work.

Benefits:

  • Unrivaled Resources and Support
  • Premier Sales Rewards, Industry-Leading Programs, and Recognition
  • Deep Community Engagement
  • Committed to a Diverse, Equitable, and Inclusive Workplace
  • Nationally Recognized as a Top Insurance Employer

Salary Range: $85,000-$125,000

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