Private Client Sales Executive (Client Advisor)Position OverviewWorld's Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households.
You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World's broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client's risk and financial needs.
Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage.
Primary Responsibilities- Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
- Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
- Serve as a trusted advisor by understanding clients' lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
- Execute sales and marketing strategies-supported by World's extensive corporate marketing resources-to move prospects through the sales funnel to close
- Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
- Utilize World's expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate
Qualifications- Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
- Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner
- Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes
- Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business
Preferred, but Not Required- Experience selling personal insurance through a top brokerage or private client group
- Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)
- Experience building and presenting professional client proposals or coverage presentations
CompensationAs a World Personal Lines Client Advisor, compensation is directly tied to your effort, performance, and book growth. We offer a base salary plus commissions, along with a comprehensive benefits package that includes a 401(k) with immediate vesting.
- Base salary range: $60,000 to $200,000+
- Base salary is determined by experience and revenue-driving capability
- Base salary increases as your book of business grows, with significant upside potential well beyond the stated range
Notice to Executive Search Firms and Staffing AgenciesWorld Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid.
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