Personal Risk Advisor

USI Insurance Services Personal Risk Practice offers comprehensive risk management and insurance solutions to high net worth individuals, families, and family offices with complex financial needs.

Private Risk Advisor (PRA) – Outside Sales

Beaverton, OR (Salary $50,000 - $90,000) or Portland, OR (Salary $123,600 - $198,100)

The Private Risk Advisor fosters strategic partnerships and builds relationships with centers of influence to promote the USI Private Risk Advisor suite of services.

• Promote the USI Private Risk Advisor suite to centers of influence and trusted advisors.
• Attract new clients that meet minimum client profile standards.
• Design risk management insurance programs for high net worth individuals, families, and family offices.
• Conduct comprehensive risk analysis reviews to identify personal, professional, and business exposures.
• Prepare and execute strategic sales plans to qualify prospective clients and build a network of Centers of Influence.
• Drive profitable revenue growth through new client acquisition and retention strategies.
• Deliver exceptional client experiences with a consultative selling approach.
• Create and deliver professional presentations and proposals illustrating USI value proposition, industry trends, and customized solutions.
• Position value‑added services and partnerships to key stakeholders and trusted advisors.
• Maintain expertise at the highest levels in the personal risk domain.
• Stay informed on industry trends and advise development of innovative, bespoke solutions.
• Engage 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.
• Strong presentation skills.
• Solid conflict‑resolution capabilities.
• Proficiency in Microsoft Office.
• Ability to work effectively in a team environment with strong independent thinking.
• Ability to delegate effectively.
• Established network of COIs and a proven sales track record.
• Current property‑and‑casualty license (P&C License).

• Competitive base salary and commission.
• Incentive and recognition programs (USI PEAK).
• Employee wellness, scholarships for children, financial assistance.
• Corporate commitment to community engagement and environmental sustainability.
• Diversity, equity and inclusion initiatives.