High Net Worth Personal Risk Advisor

USI Insurance Services; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Commission and incentives

Health, wellness, dental and vision benefits

401(k)

Paid family leave

Job summary

A leading insurance firm is seeking a Personal Risk Specialist to focus on the insurance needs of high net worth clients. Responsibilities include scheduling appointments, achieving sales goals, and developing relationships with centers of influence. Candidates should have strong communication skills, at least 3 years of experience in insurance sales, and be capable of traveling frequently. The position offers competitive pay and a supportive work environment.

Qualifications

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

Responsibilities

• Schedule appointments with high net worth individuals to understand their needs.
• Achieve new business sales goals on an annualized basis.
• Develop lists of prospective centers of influence for client acquisition.
• Identify and overcome sales obstacles on a prospect-specific basis.
• Develop and deploy sales and marketing strategies.

Skills

High net worth or personal insurance sales

Outstanding written and oral communication skills

Good customer service skills

Teamwork skills

Proficiency in Microsoft Office

Education

High school diploma or graduate equivalent

College degree preferred

Job description

A leading insurance firm is seeking a Personal Risk Specialist to focus on the insurance needs of high net worth clients. Responsibilities include scheduling appointments, achieving sales goals, and developing relationships with centers of influence. Candidates should have strong communication skills, at least 3 years of experience in insurance sales, and be capable of traveling frequently. The position offers competitive pay and a supportive work environment.