Private Client Relationship Advisor – Insurance and Risk Management

Claire Myers Consulting; Washington; Remote; USD 65,000 - 80,000; Full time

Job summary

A growing insurance and risk management firm is looking for a Private Client Relationship Advisor in Washington, D.C. This role focuses on developing relationships with high-net-worth clients and requires experience in insurance or financial services. The ideal candidate will leverage existing relationships and internal tools to drive success while working with clients on estate planning and business succession strategies.

Qualifications

• 2+ years of experience in insurance, wealth management, or financial services.
• Knowledge of estate planning and advanced insurance concepts is a plus.
• Comfort speaking with high-net-worth clients.

Responsibilities

• Manage and grow relationships with high-net-worth clients.
• Conduct needs analysis and offer tailored solutions.
• Collaborate with internal teams for execution.

Skills

Interpersonal skills

Consultative selling skills

Proactive

Education

Life and Health Insurance license

Job description

Private Client Relationship Advisor – Insurance and Risk Management

Private Client Relationship Advisor – Insurance and Risk Management

2 days ago Be among the first 25 applicants

Private Client Relationship Advisor – Insurance and Risk Management

Location: Washington, D.C. (Remote)

Firm: Confidential (35-person team with 10,000+ clients)

About the Firm:

Our client is a highly regarded insurance and risk management firm with over 10,000 private and commercial clients. Backed by decades of expertise and a rock-solid infrastructure, the team of 35 professionals includes world-class service and fulfillment staff, allowing their producers to focus entirely on nurturing and growing client relationships.

The Opportunity:

This is a rare chance to join a firm with an established book of business, internal systems, and client base all designed to support long-term success. The right candidate will "hunt in the zoo" - meaning they'll leverage existing warm relationships, internal databases, and strategic opportunities rather than needing to build from scratch. This person should enjoy working with sophisticated clients and be confident discussing estate planning, business succession (including buy/sell agreements), and regulatory updates like the Connolly decision.

If you’re energized by relationship development, ready to step into a platform that’s built for your success, and want to be part of a tight-knit, high-performing team, this could be your next home.

Key Responsibilities:

• Manage and grow relationships within the firm’s existing base of high-net-worth individuals, families, and businesses
• Use the firm’s internal prospecting tools, CRM, and existing network to identify new opportunities
• Conduct thorough needs analysis and offer thoughtful solutions tailored to each client’s goals
• Collaborate with fulfillment, underwriting, and service teams to ensure white-glove execution
• Educate clients on evolving legislative and tax policy changes such as the Connolly decision
• Help facilitate conversations around succession planning, business continuity, and buy/sell agreements
• Partner with the leadership team to refine strategies and expand key relationships

What They’re Looking For:

• 2 or more years of experience in insurance, wealth management, or financial services
• Comfort speaking with high-net-worth clients and business owners
• Knowledge of estate planning, succession planning, or advanced insurance concepts is a major plus
• Strong interpersonal and consultative selling skills
• Proactive, internally motivated, and eager to work as part of a collaborative team
• Life and Health Insurance license (or willingness to obtain quickly)

Early-Career (2 to 4 years of experience):

• Base Salary: $65,000 to $80,000
• Bonus: Commission on business written (typically 10 to 20 percent, depending on the product)
• Total Compensation (Year 1): $90,000 to $115,000

Mid-Career (5 to 8 years of experience):

• Base Salary: $85,000 to $105,000
• Bonus: Commission based on production plus additional bonus or commission for referred clients from personal network
• Total Compensation (Year 1): $125,000 to $160,000

Senior (10 or more years of experience and/or a portable book):

• Base Salary: $110,000 to $140,000
• Bonus: Custom payout structure with potential for equity or leadership
• Total Compensation (Year 1): $175,000 to $250,000 or more

30-60-90 Day Plan

30 Days:

• Complete onboarding, licensing (if not already obtained), and tech setup
• Deep dive into Howard Insurance’s systems, CRM, client base, and internal processes
• Shadow client calls and internal strategy meetings
• Review existing client lists, warm leads, and partnership channels
• Build a personalized business plan with leadership

60 Days:

• Begin engaging warm prospects and clients directly
• Present first proposals with support from the service and underwriting teams
• Refine outreach strategy based on early results
• Continue professional development in advanced planning strategies
• Identify strategic centers of influence to build relationships with

90 Days:

• Actively manage a pipeline of qualified prospects and open opportunities
• Close initial client cases and begin receiving bonuses
• Present at least one case involving advanced planning such as buy/sell or succession
• Participate in team strategy session to refine sales and outreach efforts
• Outline a 12-month growth plan based on client potential, verticals, and referral sources

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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