Affluent Personal Risk Advisor

USI Insurance Services; Kimberly (WI); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

401(k)

Paid family leave

Recognized as a top employer

Job summary

A leading insurance brokerage is seeking a Personal Risk Specialist to serve high net worth clients by providing tailored risk management solutions. The role involves establishing client relationships, meeting sales goals, and developing marketing strategies. Candidates should have experience in personal insurance sales, excellent communication skills, and the ability to travel frequently. The company offers competitive salary, commission, benefits, and a culture of recognition and professional growth.

Qualifications

• Minimum three years experience in personal insurance sales/service.
• Ability to travel 50% or more of the time to meet with clients.
• Active property/casualty license required within 60 days of hire.

Responsibilities

• Schedule appointments with high net worth clients to assess their needs.
• Achieving new business sales goals annually.
• Develop prospect lists and marketing strategies.

Skills

High net worth insurance sales experience

Outstanding communication skills

Customer service skills

Teamwork skills

Goal-oriented

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Office suite

Job description

A leading insurance brokerage is seeking a Personal Risk Specialist to serve high net worth clients by providing tailored risk management solutions. The role involves establishing client relationships, meeting sales goals, and developing marketing strategies. Candidates should have experience in personal insurance sales, excellent communication skills, and the ability to travel frequently. The company offers competitive salary, commission, benefits, and a culture of recognition and professional growth.