Personal Risk Advisor

Personal Risk Advisor – USI Insurance Services

We are seeking a driven, client‑centric sales professional to serve as a Private Risk Advisor (PRA) within our Personal Risk Practice. The PRA will cultivate relationships with high‑net‑worth families, family offices, and trusted advisors to design and deliver comprehensive risk‑management and insurance solutions that protect personal assets, exposures, and lifestyles.

• 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.
• 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.
• 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 highest levels of industry expertise and develop knowledge of emerging trends, advising on 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.
• Proficiency with Microsoft Office.
• Ability to work effectively in a team while exercising strong independent thinking.
• Ability to delegate effectively.
• Established network of COIs and a proven track record of sales success.
• Must possess a current P&C license.

With over $2.7 billion in revenue and 10,000+ associates nationwide, USI offers a dynamic professional‑development culture, competitive pay, and industry-leading recognition. We prioritize employee growth, wellness, and community engagement, and champion diversity, equity, and inclusion.

Salary Range: $90,000 – $130,000 (Base) – Bonus eligible.

Mid‑Senior level

Full‑time

Finance and Sales

Insurance