USI Insurance Services
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Description and Requirements
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 Responsibilities
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 proprietary solutions and the USI Personal Risk team. Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of COIs, 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. Provide exceptional client experiences utilizing a customized consultative selling approach, highlighting the value of the client service team and ongoing stewardship of the programs. Create and deliver professional presentations and proposals to internal and external clients and prospects, illustrating USI's value proposition and industry trends. Position value-added services and partnerships to stakeholders and trusted advisors for mutual client benefit. Maintain expertise at the highest levels, stay informed on industry trends, and develop innovative, bespoke solutions in response to client needs. Engage, introduce, and position third-party subject matter experts as needed. Knowledge, Skills, and Abilities
5+ years of High Net Worth sales experience. Excellent communication, presentation, and interpersonal skills. Strong conflict resolution skills. Proficiency in Microsoft Office. Ability to work independently and as part of a team, with effective delegation skills. Established network of COIs and a proven sales success record. Current P&C License required. Why USI?
USI is a leading insurance brokerage with over $2.7 billion in revenue, 10,000+ associates, and approximately 200 offices nationwide. We prioritize employee development, recognition, and a positive work environment. Resources and Support
Our USI ONE Advantage offers comprehensive risk management and benefit solutions that deliver economic impact. We also provide industry-leading rewards, wellness programs, scholarships, and community engagement initiatives. Diversity and Recognition
USI is committed to diversity, equity, and inclusion, recognized as a top employer by multiple industry awards, including Insurance Business America, Business Insurance, Fortune, Glassdoor, and Newsweek. Salary range: $120,000 - $150,000 plus commission. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Insurance
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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 Responsibilities
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 proprietary solutions and the USI Personal Risk team. Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of COIs, 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. Provide exceptional client experiences utilizing a customized consultative selling approach, highlighting the value of the client service team and ongoing stewardship of the programs. Create and deliver professional presentations and proposals to internal and external clients and prospects, illustrating USI's value proposition and industry trends. Position value-added services and partnerships to stakeholders and trusted advisors for mutual client benefit. Maintain expertise at the highest levels, stay informed on industry trends, and develop innovative, bespoke solutions in response to client needs. Engage, introduce, and position third-party subject matter experts as needed. Knowledge, Skills, and Abilities
5+ years of High Net Worth sales experience. Excellent communication, presentation, and interpersonal skills. Strong conflict resolution skills. Proficiency in Microsoft Office. Ability to work independently and as part of a team, with effective delegation skills. Established network of COIs and a proven sales success record. Current P&C License required. Why USI?
USI is a leading insurance brokerage with over $2.7 billion in revenue, 10,000+ associates, and approximately 200 offices nationwide. We prioritize employee development, recognition, and a positive work environment. Resources and Support
Our USI ONE Advantage offers comprehensive risk management and benefit solutions that deliver economic impact. We also provide industry-leading rewards, wellness programs, scholarships, and community engagement initiatives. Diversity and Recognition
USI is committed to diversity, equity, and inclusion, recognized as a top employer by multiple industry awards, including Insurance Business America, Business Insurance, Fortune, Glassdoor, and Newsweek. Salary range: $120,000 - $150,000 plus commission. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Insurance
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