Remote Private Client Advisor for Wealth Insurance & Relationships

Brunswick Companies; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Brunswick Private Client is seeking aPrivate Client Advisor to serve as the primary relationship manager for referrals from trusted advisors and strategic partners. You will guide clients through our risk assessment and advisory process, educating and delivering thoughtful recommendations with an emphasis on trust and long-term partnerships.

Success comes from clear communication, relationship building with clients and referral partners, and delivering a concierge-level experience from

Qualifications

• 10+ years of experience in High-Net-Worth Personal Insurance or advisory relationships.
• Ability to explain complex insurance concepts clearly to affluent clients and referral partners.
• Proven capability to work independently in a remote environment and manage multiple engagements.

Responsibilities

• Lead consultative conversations with prospective high-net-worth clients and understand insurance needs and objectives.
• Educate clients on coverage options and risk management strategies to empower informed decisions.
• Deliver personalized insurance recommendations in a professional, client-focused manner.
• Serve as the primary contact for referred clients and maintain relationships with financial advisors and partners.
• Coordinate information and collaborate with underwriting and service teams to ensure a seamless client experience.

Skills

Excellent communication

Presentation skills

Interpersonal skills

Highly organized

Project management

Job description

Brunswick Private Client is seeking aPrivate Client Advisor to serve as the primary relationship manager for referrals from trusted advisors and strategic partners. You will guide clients through our risk assessment and advisory process, educating and delivering thoughtful recommendations with an emphasis on trust and long-term partnerships.

Success comes from clear communication, relationship building with clients and referral partners, and delivering a concierge-level experience from