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Private Risk Advisor

Private Risk Advisor

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.

Job Description

  • Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
  • Attract new clients to Private Risk that meet the minimum client profile standards.
  • Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
  • Analyze, mitigate, educate and anticipate exposures inherent in the high net worth and ultra-high net worth segment. Review existing assets, life cycle needs and risk management programs and develop solutions.
  • Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
  • Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
  • Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
  • Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs. 
  • Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
  • Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
  • Deliver educational sessions to clients, prospects, COIs and trusted advisors on the value of implementing risk management solutions.
  • Participate in ongoing continuing education, skill development and industry training sessions to ensure expertise is maintained at the highest levels.
  • Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
  • Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities:

  • Must have 5+ years of High Net Worth sales experience
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent presentation skills
  • Solid conflict resolution capabilities
  • Microsoft Office program proficiency
  • Ability to work effectively in a team environment where strong independent thinking skills are important
  • Ability to delegate effectively
  • Established network of COI’s and a proven track record of sales success
  • Must possess a current P&C License

To learn more, please contact Steven Maurer

Additional Info

Job Type : Full-Time

Education Level : ""

Experience Level : Mid to Senior Level

Job Function : Sales

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