Family Risk Advisor: Personal Insurance & Risk Strategy

World Insurance Associates LLC; Waltham (MA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

World Insurance Associates seeks a Senior Family Risk Specialist in Massachusetts to assess personal risk exposures and tailor protection strategies for individuals and families. You will engage in discovery conversations, evaluate coverages, and recommend integrated home, auto, and umbrella policies.

The role emphasizes relationship-building, consultative selling, and managing a mix of company-generated and self-developed opportunities, with a base salary plus commission and a comprehensive

Qualifications

• 3-5 years of personal lines insurance, consultative sales, risk advisory, or related client-facing experience.
• Demonstrated ability to conduct discovery conversations, assess client needs, and explain coverage options.
• Strong analytical, relationship-building, communication, and consultative selling skills.

Responsibilities

• Conduct comprehensive discovery conversations to understand client assets, lifestyle, and insurance needs.
• Develop and propose integrated personal lines packages including home, auto, umbrella.
• Manage referrals and develop a sales pipeline through networking and relationships.
• Document discovery findings, recommendations, and client decisions, using agency systems.

Skills

Personal lines

Consultative sales

Risk advisory

Client facing

Education

Bachelor's degree

High school diploma

Job description

World Insurance Associates seeks a Senior Family Risk Specialist in Massachusetts to assess personal risk exposures and tailor protection strategies for individuals and families. You will engage in discovery conversations, evaluate coverages, and recommend integrated home, auto, and umbrella policies.

The role emphasizes relationship-building, consultative selling, and managing a mix of company-generated and self-developed opportunities, with a base salary plus commission and a comprehensive