Personal Risk Advisor
1 week ago
We are seeking a highly skilled and experienced 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- Cultivate Business Partnerships: Promote our suite of risk management solutions by building robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
- Attract New Clients: Identify and attract new clients that meet our minimum client profile standards.
- Design Risk Management Programs: Develop and implement comprehensive risk management insurance programs to protect the personal assets, exposures, and lifestyles of high net worth individuals, families, and family offices.
- Conduct Risk Analysis Reviews: Conduct thorough risk analysis reviews to identify personal, professional, and business exposures and address them with our proprietary solutions and collective knowledge.
- Develop Strategic Sales Plans: Prepare and execute strategic sales plans to identify and qualify prospective clients, build a network of COIs, and position ourselves as thought leaders within the wealth management industry.
- Deliver Revenue Growth: Drive profitable revenue growth through new revenue generation and client retention strategies in partnership with our client service team.
- Provide Exceptional Client Experiences: Deliver customized consultative selling approaches to position the value and focus of our client service team and their ongoing stewardship of the programs.
- Create and Deliver Presentations: Develop and deliver professional presentations and proposals to internal and external clients and prospects illustrating our value proposition, industry trends, and customized insurance solutions.
- Position Value-Added Services: Position value-added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit.
- Stay Up-to-Date with Industry Trends: Maintain expertise at the highest levels and stay informed about industry trends to advise and influence the development of innovative, bespoke solutions in response to client needs.
- Engage with Subject Matter Experts: Engage, introduce, and position value-added third-party subject matter experts in response to client needs.
- 5+ Years of High Net Worth Sales Experience
- Excellent Communication and Presentation Skills
- Microsoft Office Proficiency
- Ability to Work in a Team Environment
- Established Network of COIs and Proven Sales Success
- P&C License
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