Private Risk Advisor for Wealth & Family Offices

USI Insurance Services; BLOOMINGTON (MN); On-site; USD 120,000 - 150,000; Full time

Job summary

USI Insurance Services is seeking a Private Risk Advisor to cultivate relationships with high net worth individuals, families, and COIs. The role focuses on designing risk management programs and identifying prospective clients through strategic sales plans.

Ideal candidates bring 5+ years of high net worth sales experience, strong communication, and a current P&C license. This outside sales position emphasizes client growth and collaborative work with our Personal Risk team.

Qualifications

• 5+ years of High Net Worth sales experience.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent presentation skills.
• Solid conflict resolution capabilities.
• Microsoft Office program proficiency.
• Ability to work effectively in a team environment where strong independent thinking skills are important.
• Ability to delegate effectively.
• Established network of COI’s and a proven track record of sales success.
• Must possess a current P&C License.

Responsibilities

• Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
• Attract new clients to Private Risk that meet the minimum client profile standards.
• Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
• Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
• Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
• Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
• Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
• Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
• Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
• expertise is maintained at the highest levels.
• Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
• Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Skills

Sales experience

Excellent communication

Presentation skills

Conflict resolution

Microsoft Office proficiency

Team orientation

Independent thinking

Delegation

COI network

P&C license

Job description

USI Insurance Services is seeking a Private Risk Advisor to cultivate relationships with high net worth individuals, families, and COIs. The role focuses on designing risk management programs and identifying prospective clients through strategic sales plans.

Ideal candidates bring 5+ years of high net worth sales experience, strong communication, and a current P&C license. This outside sales position emphasizes client growth and collaborative work with our Personal Risk team.