Elite Personal Risk Advisor for High-Net-Worth Clients

USI Insurance Services; Houston (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Award-winning wellness program

College scholarships for associates' children

Generous paid family leave benefit

Job summary

A leading insurance brokerage firm is seeking a Personal Risk Specialist to focus on the unique insurance needs of affluent clients in Houston, Texas. This outside sales role requires strong interpersonal skills to build relationships, achieve sales goals, and develop clients through effective marketing strategies. Candidates should have 3+ years in high net worth insurance, excellent communication skills, and a commitment to client service. The position involves flexible hours, and luxury service delivery to well-known clientele.

Qualifications

• Minimum of 3 years in high net worth or personal insurance sales.
• Active property/casualty license required (or must be obtained within 60 days of hire).
• Ability to travel 50% or more for client meetings.

Responsibilities

• Schedule and visit high net worth individuals to understand their unique insurance needs.
• Achieve annual sales goals in the target market.
• Develop lists of prospective centers of influence and lead sources.
• Build relationships with commercial lines and employee benefits staff.
• Prepare proposals and personalized insurance programs for clients.

Skills

High Net Worth insurance sales experience

Outstanding communication skills

Customer service skills

Organizational skills

Teamwork skills

Sales goal orientation

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Office suite

Job description

A leading insurance brokerage firm is seeking a Personal Risk Specialist to focus on the unique insurance needs of affluent clients in Houston, Texas. This outside sales role requires strong interpersonal skills to build relationships, achieve sales goals, and develop clients through effective marketing strategies. Candidates should have 3+ years in high net worth insurance, excellent communication skills, and a commitment to client service. The position involves flexible hours, and luxury service delivery to well-known clientele.