Remote High-Net-Worth Private Client Advisor

Insurance Office Of America, Inc.; Naples (FL); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth and career path

Job summary

Insurance Office of America (IOA) is seeking a Personal Lines High Net Worth Producer to drive new business with affluent individuals and families. You will act as a trusted advisor, delivering customized insurance and risk management solutions for luxury homes and high-value assets, while building long-term client relationships.

The role emphasizes relationship development with Centers of Influence, cross-selling across divisions, and representing IOA at industry and community events.

Qualifications

• Active Property & Casualty license required and maintained.
• 5+ years in Personal Lines, High Net Worth or Private Client preferred.
• Proven ability to develop new business through networking and referrals.
• Strong consultative sales and relationship-building skills.
• Demonstrated credibility with sophisticated clientele.

Responsibilities

• Develop and execute strategies to acquire High Net Worth and Private Client relationships.
• Build and manage a pipeline of qualified prospects through networking and referrals.
• Cultivate Centers of Influence to generate new business opportunities.
• Assess client exposures and recommend customized insurance solutions.
• Manage client relationships with responsiveness and professionalism.
• Collaborate with internal teams for seamless policy administration.
• Represent IOA at events to expand visibility in affluent markets.
• Develop professional brand via LinkedIn and other channels.
• Work with carriers to negotiate coverage solutions for complex risks.

Skills

Relationship building

Networking

Sales

Communication

Presentation skills

Education

Active Property & Casualty License

Tools

CRM platforms

Microsoft Office

Job description

Insurance Office of America (IOA) is seeking a Personal Lines High Net Worth Producer to drive new business with affluent individuals and families. You will act as a trusted advisor, delivering customized insurance and risk management solutions for luxury homes and high-value assets, while building long-term client relationships.

The role emphasizes relationship development with Centers of Influence, cross-selling across divisions, and representing IOA at industry and community events.