High Net Worth Personal Risk Advisor

USI Insurance Services; Cincinnati (OH); On-site; USD 56,846 - 72,488; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid family leave

Job summary

A leading insurance brokerage firm in Cincinnati is seeking a Mid-Senior Personal Risk Specialist. This outside sales role focuses on affluent clients, prioritizing business development and personalized risk management solutions. Candidates should have at least three years of experience in high net worth insurance sales, outstanding communication skills, and a willingness to travel frequently. Competitive salary and comprehensive benefits are offered, including a dynamic professional development culture.

Qualifications

• Minimum 3 years in High Net Worth or personal insurance sales or service.
• Willingness to travel 50% or more of the time.
• Active property-casualty license required (or to be obtained within 60 days of hire).

Responsibilities

• Schedule appointments and visit high net worth individuals to understand their needs.
• Achieve annual new-business sales goals within target market.
• Develop and deploy sales and marketing strategies.

Skills

Communication skills

Customer service skills

Teamwork skills

Sales goals achievement

Organizational skills

Education

High-school diploma or equivalent

College degree preferred

Tools

MS Office

Job description

A leading insurance brokerage firm in Cincinnati is seeking a Mid-Senior Personal Risk Specialist. This outside sales role focuses on affluent clients, prioritizing business development and personalized risk management solutions. Candidates should have at least three years of experience in high net worth insurance sales, outstanding communication skills, and a willingness to travel frequently. Competitive salary and comprehensive benefits are offered, including a dynamic professional development culture.