Private Client Risk Advisor

Smith Brothers Insurance, LLC.; Town of Florida (NY); On-site; USD 50,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid time off

Licensing assistance

Continuing education reimbursement

Job summary

Smith Brothers Insurance, LLC seeks an experienced Risk Advisor within its Private Client Group to build and grow a portfolio of high-net-worth clients. The role blends relationship-building, prospecting, and tailored risk management strategies for successful individuals and family offices.

The ideal candidate has deep knowledge of specialty carriers (PURE, Chubb, Berkley One, Cincinnati), excellent communication, and a client-first mindset; in-office presence supports collaboration, training,

Qualifications

• Experience selling to high-net-worth individuals and families.
• Active P&C license in good standing.
• Familiarity with specialty carriers such as Chubb, PURE, Berkley One.
• College degree preferred; equivalent professional experience considered.

Responsibilities

• Grow and retain a profitable high-net-worth book of business.
• Meet or exceed annual sales objectives.
• Prospect for new business with centers of influence.
• Develop coverage recommendations and renewal strategies for clients.

Skills

High-net-worth sales

P&C license

Client relationship

Prospecting

Communication

Education

High School diploma

College degree preferred

Tools

Agency management systems

MS Office

Carrier platforms

AI tools familiarity

Job description

Smith Brothers Insurance, LLC seeks an experienced Risk Advisor within its Private Client Group to build and grow a portfolio of high-net-worth clients. The role blends relationship-building, prospecting, and tailored risk management strategies for successful individuals and family offices.

The ideal candidate has deep knowledge of specialty carriers (PURE, Chubb, Berkley One, Cincinnati), excellent communication, and a client-first mindset; in-office presence supports collaboration, training,