High Net Worth Personal Risk Advisor

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with match

Flexible spending and health savings accounts

Paid family leave

Paid holiday time

Job summary

A leading insurance brokerage firm seeks an experienced Personal Risk Specialist in Michigan. The role involves engaging with high net worth individuals to address their unique insurance needs and providing tailored risk management solutions. Candidates should have a minimum of 3 years in personal insurance sales, strong communication skills, and the ability to travel frequently. This position offers competitive benefits, including health insurance and generous paid leave.

Qualifications

• Minimum of 3 years in high net worth or personal insurance sales.
• Ability to travel 50% or more for client meetings.
• Active property-casualty license required.

Responsibilities

• Schedule appointments with high net worth individuals.
• Develop sales strategies for insurance solutions.
• Manage client and prospect data in USI CRM.

Skills

High net worth insurance sales

Outstanding communication skills

Personal lines insurance knowledge

Customer service skills

Teamwork skills

Motivation and organization

Education

High school diploma or GED

College degree preferred

Tools

MS Office suite

Job description

A leading insurance brokerage firm seeks an experienced Personal Risk Specialist in Michigan. The role involves engaging with high net worth individuals to address their unique insurance needs and providing tailored risk management solutions. Candidates should have a minimum of 3 years in personal insurance sales, strong communication skills, and the ability to travel frequently. This position offers competitive benefits, including health insurance and generous paid leave.