Risk Advisor, Private Client Group
Core
Building and growing a portfolio of high-net-worth clients by providing bespoke insurance and risk management advice.
Role type
Senior IC sales advisor (high net worth)
Builds
Insurance policies and risk management strategies for individuals and family offices
Domain
Insurance / High Net Worth / Private Client
Deliverable
client delivery
Required skills
consultative sales, prospecting, client retention, risk management, high-net-worth carrier familiarity, agency management systems, MS Office, AI tools
Preferred skills
active network serving high-net-worth segment, experience with specialty carriers (PURE, Chubb, Berkley One, Cincinnati), underwriting knowledge, marketing and service team collaboration
Technologies
Copilot, ChatGPT, agency management systems, carrier platforms
Responsibilities
Prospect for new business with key centers of influence; Develop and present coverage recommendations and renewal strategies; Strategize, educate, and counsel clients on risk mitigation; Achieve sales goals established in annual business plan; Review, update, and contribute to process improvement and workflow design; Stay current on industry trends, products, and regulatory changes.
Seniority
Senior, hands-on IC