Current jobs related to Personal Risk Advisor - Portland - USI Insurance Services
-
Personal Risk Advisor
7 hours ago
Portland, United States USI Kibble & Prentice Full timeUSI Insurance Services Personal Risk Practice offers comprehensive risk management and insurance solutions to high net worth individuals, families, and family offices with complex financial needs. Position Private Risk Advisor (PRA) – Outside Sales Location Beaverton, OR (Salary $50,000 - $90,000) or Portland, OR (Salary $123,600 - $198,100) Job...
-
Personal Risk Advisor
1 week ago
Portland, OR, United States USI Holdings Corporation Full timeDescription and Requirements General Description: 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...
-
Personal Risk Advisor
7 days ago
Portland, OR, United States USI Holdings Corporation Full timeDescription and Requirements General Description: 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...
-
Personal Risk Advisor
2 weeks ago
Portland, OR, United States USI Holdings Corporation Full timeDescription and Requirements General Description: 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...
-
Personal Risk Specialist
3 weeks ago
Portland, United States USI Insurance Services Full timePersonal Risk Specialist – USI Insurance Services Apply for the Personal Risk Specialist role at USI Insurance Services. General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross‑selling, this role is also expected to establish...
-
Personal Risk Specialist
3 weeks ago
Portland, United States USI Insurance Services Full time3 days ago Be among the first 25 applicants Description and Requirements Requirements Description and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross‑selling, as a primary focus for business development, this...
-
Portland, United States USI Insurance Services Full timeA leading insurance brokerage is seeking a Personal Risk Specialist to serve affluent clients. This outside sales role involves understanding and fulfilling unique insurance needs, achieving sales goals, and developing marketing strategies. The ideal candidate will have at least 3 years of experience in personal insurance sales and a strong background in...
-
Private Client Risk Advisor
3 weeks ago
Portland, United States USI Insurance Services Full timeA leading insurance brokerage is seeking a Personal Risk Specialist in Portland, Oregon. This outside sales role focuses on servicing the insurance needs of affluent clients. Responsibilities include meeting clients, achieving sales goals, and leveraging professional networks for business development. Ideal candidates should have 3 years in insurance sales...
-
Associate Wealth Advisor
12 minutes ago
Portland, United States Focus Partners Wealth Full timeASSOCIATE WEALTH ADVISORSan Francisco, CAPortland, ORPosition SummaryThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the...
-
Financial Advisor
1 week ago
Portland, OR, United States Empower Retirement Full timeOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...
Personal Risk Advisor
2 days ago
General Description: 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. Job Description 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 executes 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 & 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 expertise is maintained at the highest levels. 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. Knowledge, Skills and Abilities: 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 #LI-CT1 Why 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. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in 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 Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through , recognizing and rewarding our sales professionals for achieving superior results. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re to build a better future. Committed to a Diverse, Equitable, and Inclusive Workplace Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023). Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023). Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022). Visit our for a complete list of industry awards and recognitions.
