Personal Risk Advisor - USI Insurance Services : Job Details

Personal Risk Advisor

USI Insurance Services

Job Location : Seattle,WA, USA

Posted on : 2025-08-14T01:02:24Z

Job Description :

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 & 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 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 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 COIs and a proven track record of sales success
    • Must possess a current P&C License

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    Why USI?

    With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We have created a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth through unique employee reward and recognition programs. Learn more about what makes USI an exceptional place to work!

    Unrivaled Resources and Support

    USI ONE offers strategic risk management and benefit solutions with significant financial impact. It represents Omni, Network, and Enterprise, key elements that set USI apart. Through USI ONE, we develop effective risk management and benefit programs that are easy to understand and demonstrate their positive economic impact.

    Premier Sales Rewards, Industry-Leading Programs, and Recognition

    In addition to competitive pay, commissions, incentives, and benefits, USI recognizes top sales performers through awards and programs that promote a healthy, productive lifestyle, including wellness initiatives, scholarships, and financial assistance.

    Deep Community Engagement

    USI is committed to supporting local communities and environmental sustainability through volunteer efforts, partnerships with eco-conscious vendors, and sustainability initiatives.

    Diversity, Equity, and Inclusion

    Our award-winning DEI programs educate and support our associates, fostering a diverse and inclusive culture through training, outreach, and community initiatives.

    Recognition as a Top Insurance Employer

    • Recognized as one of Insurance Business America's Top Insurance Employers (2018-2023).
    • Named to Business Insurance's list of Best Places to Work in Insurance (2020-2023).
    • Received the American Heart Association's Gold Status for health and well-being (2018-2022).

    USI offers a comprehensive benefits package including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays.

    Salary Range: $120,000 - $175,000

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