Personal Risk Advisor

Personal Risk Advisor – USI Insurance Services

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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 partners, strategic allies, and centers of influence within 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 centers of influence 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 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.

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, celebrating their growth and success through one-of-a-kind employee reward and recognition programs.

USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact. It represents Omni, Network, Enterprise – the three key elements that set USI apart from the competition.

In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK, helping them achieve superior results while enjoying award‑winning wellness, scholarship, and financial assistance programs.

USI is committed to giving back to local communities and supporting environmental sustainability through partnerships with nonprofits, animal shelters, and eco‑conscious vendors.

The I’m With U diversity, equity, and inclusion program educates associates through curated education, training, and community outreach to build a more inclusive culture.

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best‑Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.

USI offers a full-suite of competitive benefits including medical, wellness, dental & vision, 401(k), flexible spending accounts, insurance, disability, paid family leave, and paid holidays.

Salary Range: $85,000‑$125,000.

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industry: Insurance