Established network of Centers of Influence (COIs)
Proven track record of sales success
Excellent verbal, written, and interpersonal communication skills
Strong presentation and conflict resolution abilities
Proficiency in Microsoft Office programs
Responsibilities
Promote USI Private Risk Advisor solutions through strategic partnerships
Attract new clients meeting minimum profile standards
Design risk management programs for high net worth individuals
Implement comprehensive risk analysis reviews to identify exposures
Prepare and execute strategic sales plans targeting prospective clients
Deliver targeted revenue growth through new client acquisition and retention
Create and deliver professional presentations illustrating USI's value proposition
Benefits
Collaborative team environment
Access to proprietary solutions and resources
Opportunity to work with high net worth clients
Professional development and training opportunities
Engagement with industry experts and thought leaders
Full Job Description
Description and Requirements
General Description: 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 all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
Job Description
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.
Knowledge, Skills and Abilities:
5+ years of High Net Worth sales experience
Excellent verbal, written, and interpersonal communication skills
Excellent presentation skills
Solid conflict resolution capabilities
Microsoft Office program proficiency
Ability to work effectively in a team environment where strong independent thinking skills are important
Ability to delegate effectively
Established network of COI's and a proven track record of sales success
Must possess a current P&C License
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
