Elite Private Risk Advisor: High Net Worth

USI Insurance Services; Center Square (PA); On-site; USD 90,000 - 170,000; Full time

Job summary

USI Insurance Services is seeking a Private Risk Advisor (PRA) to drive outside sales with high net worth clients and family offices. The role centers on cultivating COIs, expanding the client base, and delivering tailored risk management and insurance solutions.

You will lead strategic sales initiatives, design comprehensive risk programs, and collaborate with a dedicated Personal Risk team to optimize client outcomes. A current P&C license and strong relationship-building skills are required.

Qualifications

• 5+ years of High Net Worth sales experience.
• Must possess a current P&C License.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent presentation skills.
• Solid conflict resolution capabilities.
• Microsoft Office program proficiency.
• Established network of COI’s and a proven track record of sales success.

Responsibilities

• 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.

Skills

High Net Worth sales

Verbal & written communication

Presentation skills

Conflict resolution

Microsoft Office

Team collaboration

Delegation

COI network

Education

P&C License

Job description

USI Insurance Services is seeking a Private Risk Advisor (PRA) to drive outside sales with high net worth clients and family offices. The role centers on cultivating COIs, expanding the client base, and delivering tailored risk management and insurance solutions.

You will lead strategic sales initiatives, design comprehensive risk programs, and collaborate with a dedicated Personal Risk team to optimize client outcomes. A current P&C license and strong relationship-building skills are required.