Private Client Risk Advisor — Wealth Insurance Pro

Towne Insurance; Glen Allen (VA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, vision, dental insurance

Paid time off

401K & Employer Matching

Continuing education opportunities

Employee discounts

Job summary

Towne Insurance in Glen Allen, Virginia, is seeking a Private Client Risk Advisor to provide personalized insurance solutions to high net‑wealth clients. This role requires a sales-oriented individual with advanced communication skills and knowledge of private client personal products.

The ideal candidate will develop leads, cultivate business relationships, and tailor risk management strategies to meet clients' needs. A Property & Casualty Agent's License is a must.

Benefits include competitive pay, health coverage, and opportunities for professional growth.

Qualifications

• Excellent communication skills to explain complex insurance concepts.
• Ability to work independently and as part of a team.
• Proficiency in reading and analyzing financial reports.

Responsibilities

• Develop lead sources and cultivate new business relationships.
• Tailor risk management strategies and client profiles.
• Attend training and meetings as required.

Skills

Excellent written communication skills

Detail-oriented

Analytical and problem-solving abilities

Proficiency in using CRM software

Personal Lines/Private Client coverage experience

Knowledge of Private Client carriers

Education

Property & Casualty Agent's License

Tools

Outlook

Word

Excel

Applied EPIC

Job description

Towne Insurance in Glen Allen, Virginia, is seeking a Private Client Risk Advisor to provide personalized insurance solutions to high net‑wealth clients. This role requires a sales-oriented individual with advanced communication skills and knowledge of private client personal products.

The ideal candidate will develop leads, cultivate business relationships, and tailor risk management strategies to meet clients' needs. A Property & Casualty Agent's License is a must.

Benefits include competitive pay, health coverage, and opportunities for professional growth.