Personal Risk Advisor - USI Insurance Services : Job Details

General Description: 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.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 execute 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 and 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.Maintain expertise at the highest levels.Gain and develop knowledge of industry trends as well as advise and influence the 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:5+ years of High Net Worth sales experienceExcellent verbal, written, and interpersonal communication skillsExcellent presentation skillsSolid conflict resolution capabilitiesMicrosoft Office proficiencyAbility to work effectively in a team environment with strong independent thinking skillsAbility to delegate effectivelyEstablished network of COIs and a proven track record of sales successMust possess a current P&C LicenseWhy USI?With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth and success through our employee reward and recognition programs.Resources and Support: The USI ONE Advantage offers strategic risk management and benefit solutions with positive economic impact. We recognize top sales professionals through USI PEAK and support a healthy, balanced lifestyle with wellness programs, scholarships, and financial assistance.Community Engagement and Diversity: We support local communities, environmental sustainability, and promote a diverse, equitable, and inclusive workplace through various initiatives and programs.Recognition: USI has been recognized as a top employer by Insurance Business America, Business Insurance, Fortune, Glassdoor, and Newsweek for multiple years.USI offers comprehensive benefits including health, dental, vision, 401(k), paid time off, and more, supporting our associates' well-being and work-life balance.#J-18808-Ljbffr