Apply on Employer Site

USI Insurance Services · 20 hours ago

Private Risk Advisor

Clifton Park, NY

Full-time

Onsite

Senior Level

$100K/yr - $150K/yr

5+ years exp

USI Insurance Services is a leading insurance brokerage and consulting firm, providing comprehensive risk management and insurance consultation to high net worth individuals. The Private Risk Advisor is responsible for cultivating relationships and attracting new clients while designing tailored risk management insurance programs to protect their assets.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Hiring Manager

Erin Tanner

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

Expertise is maintained at the highest levels

Gain and develop knowledge of industry trends as well as advise and influence 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

Qualification

High Net Worth salesP&C LicenseMicrosoft Office proficiencySales success track recordNetwork of COIsPresentation skillsConflict resolutionInterpersonal communicationTeamwork