Sales Executive - Private Client

World Insurance Associates LLC; Dallas (TX); On-site; USD 60,000 - 200,000; Full time

Job summary

World Insurance Associates LLC seeks a Private Client Sales Executive (Client Advisor) to identify and cultivate high-net-worth personal lines opportunities. You will build relationships with affluent individuals, family offices, and wealth managers, delivering tailored risk management and comprehensive insurance solutions.

You will leverage HubSpot and the World platform to drive revenue, coordinate with internal specialists, and expand a high-quality personal lines book within a top brokerage.

Qualifications

• Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals.
• Ability to position yourself as a trusted risk management advisor and long-term relationship partner.
• Willingness to bring the World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes.
• Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business.

Responsibilities

• Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
• Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
• Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
• Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
• Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate

Skills

Personal lines

High-net-worth advisory

CRM proficiency

Sales prospecting

Relationship building

Education

Insurance licenses

Tools

HubSpot

AMS360

Epic

Job description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Private Client Sales Executive (Client Advisor)
Position Overview
World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage.

Primary Responsibilities

• Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
• Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
• Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
• Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
• Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate

Qualifications

• Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
• Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner
• Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes
• Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business
• It is meaningful, but not mandatory, if you have:
  • Experience selling personal insurance through a top brokerage or private client group
  • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)
  • Experience building and presenting professional client proposals or coverage presentation

Compensation
As a World Personal Lines Client Advisor your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.

Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team.