Personal Risk Consultant

2 weeks ago

Birmingham, Alabama, United States USI Insurance Services Full time
Overview: The Personal Risk Consultant is an external sales role dedicated to addressing the distinct insurance requirements of affluent and high net worth clientele. This position emphasizes cross-selling while also prioritizing the development of new client sources.

Key Responsibilities:

  • Arrange meetings and engage with high net worth individuals to assess their lifestyle, concerns, and specialized insurance requirements, providing tailored consultative advice for personal risk management solutions.
  • Meet annual new business sales objectives aligned with our target demographic.
  • To achieve revenue targets, the consultant will be expected to cultivate lists of potential centers of influence and lead sources within the target market.
  • Effectively engage assigned prospect targets using the Engagement Platform process, collaborating with business partners such as attorneys, financial advisors, real estate agents, and other professionals serving the affluent market.
  • Exhibit the capability to identify and navigate sales challenges on a case-by-case basis.
  • Successfully create and implement sales and marketing strategies, along with regular communications to enhance USI's market position.
  • The Personal Risk Consultant will be tasked with meeting external centers of influence to prospect, engage, and ultimately provide value-added services to their clients.
  • Foster strong working relationships and gain the trust of Commercial Lines and Employee Benefits production teams.
  • Establish a reputation as a reliable partner and advisor to clients and prospects.
  • Develop and support strategies for cross-selling to both existing clients and new connections.
  • Participate in and, when necessary, lead meetings with current and prospective clients.
  • Manage client and prospect data, including the creation of prospect lists from business clients, and maintain 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 to clients, and present customized insurance programs to potential clients.
  • Flexibility in scheduling is required, including some evening hours.

Required Knowledge, Skills, and Abilities:

  • The ideal candidate will possess 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 with a capacity to work independently.
  • Highly driven, goal-oriented, and organized individual committed to achieving personal sales targets.
  • Excellent customer service skills applicable to the sales process.
  • Comprehensive knowledge of insurance carriers and the personal insurance marketplace.
  • Understand and align with the mutual objectives of the Personal Insurance Practice and Regional Office.
  • A college degree is preferred; however, 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?

With over $2.5 billion in revenue and a workforce exceeding 10,000 across more than 200 offices nationwide, USI stands as one of the largest insurance brokerage and consulting firms globally. We pride ourselves on fostering a dynamic culture of personal and professional development, investing significantly in our associates and celebrating their growth through unique employee recognition programs.

Comprehensive Resources and Support

USI differentiates itself through a transformative value proposition that offers clients a comprehensive suite of risk management and benefit solutions with tangible financial benefits. Our USI ONE framework encompasses Omni, Network, and Enterprise—three essential components that set us apart in the industry.

Recognition and Rewards

In addition to competitive compensation and benefits, USI acknowledges top sales associates for their outstanding achievements, providing incentives and programs that promote healthy, productive lifestyles.

Community Engagement

We are dedicated to giving back to our communities and fostering a culture of sustainability through various initiatives that support local non-profits and environmental projects.

Commitment to Diversity and Inclusion

Our award-winning diversity, equity, and inclusion program equips our associates to better serve our clients and communities through targeted education and outreach efforts.

Recognized as a Leading Employer

  • Honored as one of Insurance Business America's Top Insurance Employers for six consecutive years.
  • Featured on Business Insurance's list of the Best Places to Work in Insurance for four years running.
  • Recipient of the American Heart Association's Gold Status for promoting a culture of health and well-being for five consecutive years.

USI is committed to offering a comprehensive suite of competitive benefits tailored to the diverse needs of our growing workforce, including health, wellness, dental, vision, 401(k), and various employer-sponsored programs.

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