Senior Personal Risk Advisor - High Net Worth

USI Insurance Services; Woburn (MA); On-site; USD 67,500 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k)

Flexible spending accounts

Paid family leave

Job summary

USI Insurance Services in Woburn, Massachusetts, is seeking a Personal Risk Specialist to focus on outside sales for the unique insurance needs of affluent clients. This role involves scheduling appointments, developing relationships, and fulfilling both sales and client service objectives.

The ideal candidate will have at least 3 years of experience in personal insurance sales, outstanding communication skills, and a high motivation to achieve sales goals. A wide range of benefits, including health insurance and a competitive salary, ranging from $67,500 to $110,000, are offered.

Qualifications

• Minimum of 3 years in high net worth or personal insurance sales or service.
• Ability to travel 50% or more of the time to meet with clients.
• Active property/casualty license required or must be obtained within 60 days of hire.

Responsibilities

• Schedule appointments and visit high net worth individuals for consultative advice.
• Meet annual new business sales goals based on target market.
• Prepare proposals for Personal Risk Management clients and prospects.

Skills

Outstanding written and oral communication skills

Good customer service skills

Highly motivated and goal-oriented

Good teamwork skills

Education

College degree preferred

High school diploma or graduate equivalent required

Tools

Microsoft Office suite

Job description

USI Insurance Services in Woburn, Massachusetts, is seeking a Personal Risk Specialist to focus on outside sales for the unique insurance needs of affluent clients. This role involves scheduling appointments, developing relationships, and fulfilling both sales and client service objectives.

The ideal candidate will have at least 3 years of experience in personal insurance sales, outstanding communication skills, and a high motivation to achieve sales goals. A wide range of benefits, including health insurance and a competitive salary, ranging from $67,500 to $110,000, are offered.