Apply on Employer Site

World Insurance Associates LLC · 7 hours ago

Sales Executive - Personal Lines / High Net Worth

Iselin, NJ

Full-time

Onsite

Mid, Senior Level

$60K/yr - $200K/yr

World Insurance Associates is a leading financial services organization specializing in personal and commercial insurance. As a Personal Lines Private Client Advisor, you will be responsible for managing relationships with high-net-worth clients and providing tailored insurance solutions to meet their unique needs.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Identify, prospect, and develop new business opportunities within the high-net-worth and private client space

Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence

Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies

Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services

Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments

Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs

Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement

Qualification

Personal lines insuranceHigh-net-worth solutionsRisk management strategiesProperty & Casualty licenseAgency management softwareClient advisoryCustomized solutionsRelationship building

Required

Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions

Deep understanding of affluent clientele and their unique risk management needs

Ability to cultivate relationships and act as a trusted advisor to clients

Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets

Active Property & Casualty insurance license required

Demonstrated ability to build and present customized risk management solutions

Preferred

Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred

Benefits

Immediately vested 401(k) match

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012