High Net Worth Personal Risk Advisor - Outside Sales

USI Insurance Services; Metairie (LA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Incentives and bonuses

Comprehensive medical and wellness benefits

401(k) and paid family leave

Job summary

A leading insurance brokerage firm is seeking a Personal Risk Specialist in Metairie who will focus on outside sales to affluent clients. The ideal candidate will have at least 3 years of experience in personal insurance sales and must possess strong communication skills. Responsibilities include developing new client sources, achieving sales goals, and providing tailored insurance solutions. This role requires travel and maintaining effective relationships with clients and colleagues. Comprehensive benefits and a supportive work culture are offered.

Qualifications

• At least 3 years in High Net Worth or personal insurance sales or service.
• Ability to travel 50% or more of the time.
• Active property/casualty license required within 60 days of hire.

Responsibilities

• Schedule appointments and visit clients to understand their needs.
• Achieve new business sales goals on an annualized basis.
• Develop sales and marketing strategies.
• Meet with centers of influence to prospect and engage clients.
• Build relationships with production staff for collaboration.

Skills

High Net Worth or personal insurance sales experience

Outstanding communication skills

Teamwork skills

Strong customer service skills

Goal-oriented and organized

Education

College degree preferred

High school diploma or equivalent required

Tools

Microsoft Office suite

Job description

A leading insurance brokerage firm is seeking a Personal Risk Specialist in Metairie who will focus on outside sales to affluent clients. The ideal candidate will have at least 3 years of experience in personal insurance sales and must possess strong communication skills. Responsibilities include developing new client sources, achieving sales goals, and providing tailored insurance solutions. This role requires travel and maintaining effective relationships with clients and colleagues. Comprehensive benefits and a supportive work culture are offered.