Private Risk Advisor — High Net Worth & Family Office

USI Insurance Services; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and commission

Wellness program

College scholarships for associates' children

Employee reward and recognition programs

Job summary

A leading insurance brokerage and consulting firm is seeking a Private Risk Advisor to drive business relationships and manage High Net Worth clients' insurance needs. You will design risk management solutions and implement sales strategies to grow the client base. Ideal candidates will have over 5 years of relevant sales experience and strong communication skills. The position offers competitive salary and advancement opportunities.

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.

Responsibilities

• Cultivate business partnerships with centers of influence.
• Attract new clients to Private Risk.
• Design risk management insurance programs.
• Implement comprehensive risk analysis reviews.
• Prepare and execute strategic sales plans.
• Deliver exceptional client experiences.

Skills

High Net Worth sales experience

Verbal communication skills

Written communication skills

Presentation skills

Conflict resolution capabilities

Microsoft Office proficiency

Independent thinking skills

Delegation skills

Education

Current P&C License

Job description

A leading insurance brokerage and consulting firm is seeking a Private Risk Advisor to drive business relationships and manage High Net Worth clients' insurance needs. You will design risk management solutions and implement sales strategies to grow the client base. Ideal candidates will have over 5 years of relevant sales experience and strong communication skills. The position offers competitive salary and advancement opportunities.