Personal Risk Advisor

5 days ago – Be among the first 25 applicants

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 (COIs) specifically focused on the high‑net‑worth and family‑office marketplace.

• Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with 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 the collective knowledge of the USI Personal Risk team.
• Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of COIs, 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 and 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.
• Maintain expertise at the highest levels.
• Gain and develop knowledge of industry trends and advise and influence the 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.

• 5+ years of high‑net‑worth sales experience.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent presentation skills.
• Solid conflict‑resolution capabilities.
• Microsoft Office proficiency.
• Ability to work effectively in a team environment where strong independent thinking skills are important.
• Ability to delegate effectively.
• Established network of COIs and a proven track record of sales success.
• Must possess a current P&C license.

• Competitive base salary of $125,000 – $175,000.
• Commission, incentives, and benefits package including medical, dental, vision, 401(k), flexible spending, health savings account, short‑ and long‑term disability, and life insurance.
• Generous paid time off, paid family leave, and paid holiday time.
• Employee recognition programs and wellness initiatives.
• Opportunities for career development and professional growth within one of the largest insurance brokerage firms.

Chicago, IL

Senior Level: Mid‑Senior

Employment Type:

Full‑time