High-Net-Worth Personal Lines Advisor

World Insurance Associates LLC; Dallas (TX); On-site; USD 60,000 - 200,000; Full time

Job summary

World Insurance Associates LLC seeks a Private Client Sales Executive (Client Advisor) to identify and cultivate high-net-worth personal lines opportunities. You will build relationships with affluent individuals, family offices, and wealth managers, delivering tailored risk management and comprehensive insurance solutions.

You will leverage HubSpot and the World platform to drive revenue, coordinate with internal specialists, and expand a high-quality personal lines book within a top brokerage.

Qualifications

• Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals.
• Ability to position yourself as a trusted risk management advisor and long-term relationship partner.
• Willingness to bring the World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes.
• Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business.

Responsibilities

• Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
• Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
• Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
• Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
• Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate

Skills

Personal lines

High-net-worth advisory

CRM proficiency

Sales prospecting

Relationship building

Education

Insurance licenses

Tools

HubSpot

AMS360

Epic

Job description

World Insurance Associates LLC seeks a Private Client Sales Executive (Client Advisor) to identify and cultivate high-net-worth personal lines opportunities. You will build relationships with affluent individuals, family offices, and wealth managers, delivering tailored risk management and comprehensive insurance solutions.

You will leverage HubSpot and the World platform to drive revenue, coordinate with internal specialists, and expand a high-quality personal lines book within a top brokerage.