4 часа назад
Personal Risk Advisor (High Net Worth Insurance)
115 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Risk Advisor (High Net Worth Insurance): Developing insurance and risk management programs for high-net-worth individuals, families, and family offices with an accent on relationship development, consultative sales, and complex exposure analysis. Focus on cultivating centers of influence, acquiring and retaining clients, designing bespoke insurance solutions, and delivering strategic presentations and proposals.
Location: Overland Park, Kansas, United States
Base salary: $115,000–$150,000 annually, plus new business commission.
Company
is a large insurance brokerage and consulting firm serving clients through approximately 200 offices nationwide.
What you will do
- Build relationships with USI partners, strategic partners, centers of influence, and trusted advisors serving high-net-worth families.
- Attract new Private Risk clients that meet minimum client profile standards.
- Design insurance and risk management programs protecting personal assets, exposures, and lifestyles.
- Conduct comprehensive risk reviews covering personal, professional, and business exposures.
- Develop sales plans, generate profitable revenue, and support client retention with the client service team.
- Prepare and deliver presentations and proposals featuring industry trends and customized insurance solutions.
Requirements
- 5+ years of high-net-worth sales experience.
- Established network of centers of influence and a proven record of sales success.
- Current P&C license.
- Excellent verbal, written, interpersonal, and presentation skills.
- Conflict resolution, delegation, independent thinking, and teamwork capabilities.
- Proficiency with Microsoft Office programs.
Culture & Benefits
- Medical, dental, vision, wellness, flexible spending, and health savings account benefits.
- 401(k), disability coverage, life insurance, paid parental leave, paid disability leave, and paid holidays.
- Sales commissions, incentives, and recognition programs for high-performing associates.
- Professional development, wellness initiatives, community engagement, and diversity and inclusion programs.
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