High Net Worth Personal Risk Advisor

USI Insurance Services; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and commission

Wellness program

Employee recognition programs

Job summary

A large insurance brokerage firm is seeking a Personal Risk Specialist in Phoenix, Arizona. This outside sales position focuses on serving the unique insurance needs of affluent clients. Responsibilities include developing sales strategies, managing client relationships, and achieving sales targets. The ideal candidate should have a minimum of 3 years in high net worth insurance sales, strong communication skills, and be willing to travel frequently. The role offers a full-time employment type with competitive benefits.

Qualifications

• Minimum 3 years in High Net Worth or personal insurance sales or service.
• Active property/casualty license required (or must be obtained within 60 days of hire).
• Personal lines insurance industry experience.

Responsibilities

• Schedule appointments and visit high net worth individuals to understand their needs.
• Develop and deploy sales and marketing strategies to optimize USI's position.
• Manage employee and prospect data, including maintaining activity records in CRM.

Skills

High Net Worth insurance sales

Outstanding communication skills

Customer service skills

Ability to travel 50% of the time

Teamwork skills

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Office Suite

Job description

A large insurance brokerage firm is seeking a Personal Risk Specialist in Phoenix, Arizona. This outside sales position focuses on serving the unique insurance needs of affluent clients. Responsibilities include developing sales strategies, managing client relationships, and achieving sales targets. The ideal candidate should have a minimum of 3 years in high net worth insurance sales, strong communication skills, and be willing to travel frequently. The role offers a full-time employment type with competitive benefits.