Personal Risk Advisor

Join to apply for the Personal Risk Advisor role at USI Insurance Services
.

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 (COIs) specifically focused on the high‑net‑worth and family office marketplace.

• Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with 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 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.
• 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 and 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.

• 5+ years of high‑net‑worth sales experience.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent presentation skills.
• Solid conflict‑resolution capabilities.
• Ability to work effectively in a team environment where strong independent thinking skills are important.
• Established network of COIs and a proven track record of sales success.
• Must possess a current P&C license.

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. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one‑of‑a‑kind employee reward and recognition programs.

The USI ONE Advantage® delivers robust risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk‑management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive…