World Insurance Associates
Sales Executive - Personal Lines/ High Net Worth
World Insurance Associates, Houston, Texas, United States, 77246
Overview
Sales Executive - Personal Lines/ High Net Worth at World Insurance Associates. World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position overview
World’s Client Advisors provide risk management solutions to businesses and individuals. The primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) while also assisting with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World offers a broad platform to help clients solve challenges across traditional commercial lines insurance, high net worth / private client, employee benefits, retirement financial services, and related services. Responsibilities
Identify, prospect, and cultivate new business opportunities, focusing on High-Net Worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through the funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World’s platform to bring risk management solutions to individuals and business owners across the full range of services Qualifications
Proven experience with a range of insurance solutions to bring value to clients Ability to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and HR outsourcing services) Maintain all relevant insurance licenses from the first day of employment Desirable but not mandatory: experience selling commercial insurance for a top broker; familiarity with agency management software (AMS360, Epic) and a sales CRM (World uses HubSpot); experience building and presenting client pitch decks Compensation
As a World Insurance Client Advisor, compensation is tied to effort and performance. Base salary plus commissions, plus a full suite of employee benefits, including a 401(k) match that is immediately fully vested. Base salary range: $80,000 to $200,000+, depending on experience and ability to drive revenue. Base salary grows with book of business, with potential to exceed the top of the range. Equal Employment Opportunity
World celebrates and supports differences among its employees and is an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. World provides reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on operations. To Executive Search Firms And Staffing Agencies
World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered World’s property and no referral fee will be paid. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team.
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Sales Executive - Personal Lines/ High Net Worth at World Insurance Associates. World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position overview
World’s Client Advisors provide risk management solutions to businesses and individuals. The primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) while also assisting with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World offers a broad platform to help clients solve challenges across traditional commercial lines insurance, high net worth / private client, employee benefits, retirement financial services, and related services. Responsibilities
Identify, prospect, and cultivate new business opportunities, focusing on High-Net Worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through the funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World’s platform to bring risk management solutions to individuals and business owners across the full range of services Qualifications
Proven experience with a range of insurance solutions to bring value to clients Ability to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and HR outsourcing services) Maintain all relevant insurance licenses from the first day of employment Desirable but not mandatory: experience selling commercial insurance for a top broker; familiarity with agency management software (AMS360, Epic) and a sales CRM (World uses HubSpot); experience building and presenting client pitch decks Compensation
As a World Insurance Client Advisor, compensation is tied to effort and performance. Base salary plus commissions, plus a full suite of employee benefits, including a 401(k) match that is immediately fully vested. Base salary range: $80,000 to $200,000+, depending on experience and ability to drive revenue. Base salary grows with book of business, with potential to exceed the top of the range. Equal Employment Opportunity
World celebrates and supports differences among its employees and is an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. World provides reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on operations. To Executive Search Firms And Staffing Agencies
World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered World’s property and no referral fee will be paid. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team.
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