USI Insurance Services · 6 days ago
Personal Risk Advisor
LA Metro Area
Full-time
Onsite
Mid Level
$85K/yr - $125K/yrUSI Insurance Services is a leading insurance brokerage and consulting firm dedicated to providing comprehensive risk management solutions. The Personal Risk Advisor role focuses on building relationships with high net worth clients and designing tailored insurance programs to meet their complex needs.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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 a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team
Prepare and executes 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 & 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
Qualification
Required
Experience in outside sales, specifically in the high net worth and family office marketplace
Ability to cultivate relationships with partners and entities within USI, strategic partners, and centers of influence
Proven track record of attracting new clients that meet minimum client profile standards
Experience in designing risk management insurance programs for high net worth individuals, families, and family offices
Ability to implement comprehensive risk analysis reviews focused on identifying personal, professional, and business exposures
Experience in preparing and executing strategic sales plans for identifying and qualifying prospective clients
Ability to deliver targeted profitable revenue growth through new revenue generation and client retention strategies
Experience in delivering exceptional client experiences utilizing a customized consultative selling approach
Ability to create and deliver professional presentations and proposals to clients and prospects
Experience in positioning value-added services and partnerships to key stakeholders and trusted advisors
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Founded in 1994
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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