Elite HNW Personal Risk Advisor

USI Insurance Services; Whitpain Township (PA); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Employee wellness program

Paid family leave

Financial help in times of need

Job summary

A leading insurance brokerage firm is seeking a Personal Risk Specialist in Whitpain Township, PA. This role involves serving high net worth clients and requires developing tailored personal risk management solutions. Candidates must have at least 3 years of experience in insurance sales, outstanding communication skills, and the ability to travel frequently. The position offers competitive pay, incentives, and a comprehensive benefits package that supports personal and professional growth.

Qualifications

• Minimum of 3 years in High Net Worth or personal insurance sales or service required.
• Active property/casualty license required or must be obtained within 60 days of hire.
• Ability to travel 50% or more of the time to meet with clients.

Responsibilities

• Schedule appointments to consult with high net worth individuals on insurance needs.
• Achieve new business sales goals annually.
• Develop lists of prospective centers of influence and lead sources.

Skills

Outstanding written and oral communication skills

Good teamwork skills

Strong knowledge of insurance market

Good customer service skills

Highly motivated and goal-oriented

Education

High school diploma or graduate equivalent degree

College degree preferred

Tools

Microsoft Office suite

Job description

A leading insurance brokerage firm is seeking a Personal Risk Specialist in Whitpain Township, PA. This role involves serving high net worth clients and requires developing tailored personal risk management solutions. Candidates must have at least 3 years of experience in insurance sales, outstanding communication skills, and the ability to travel frequently. The position offers competitive pay, incentives, and a comprehensive benefits package that supports personal and professional growth.