Insurance Sales Executive - Private Client- Hight Net Worth

Insurance Sales Producer Personal Lines Private Client Advisor

Position Overview
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets manage risk and achieve longterm financial security. Founded in 2011 World is one of the fastestgrowing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.

As a Personal Lines Private Client Advisor your primary responsibility is to identify cultivate and manage relationships with highnetworth individuals and families providing them with customized insurance solutions tailored to their unique needs. You will leverage Worlds expansive resources to offer whiteglove service and comprehensive risk management strategies.

Primary Responsibilities

• Identify prospect and develop new business opportunities within the highnetworth and private client space.

• Cultivate and maintain relationships with affluent individuals family offices wealth managers and centers of influence.

• Provide expert guidance on complex personal insurance needs including homeowners auto collections umbrella liability watercraft aviation and other specialized policies.

• Utilize Worlds broad platform to offer a holistic approach to risk management integrating solutions across personal lines commercial lines employee benefits and financial services.

• Deliver a hightouch client experience ensuring proactive policy reviews personalized coverage recommendations and ongoing risk assessments.

• Collaborate with Worlds Private Client team and carrier partners to design tailored insurance programs.

• Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement.

Qualifications

• Proven experience in personal lines insurance with a strong focus on highnetworth/private client solutions.

• Deep understanding of affluent clientele and their unique risk management needs.

• Ability to cultivate relationships and act as a trusted advisor to clients.

• Strong knowledge of personal insurance products markets and underwriting guidelines for highvalue assets.

• Active Property & Casualty insurance license required.

• Experience with agency management software such as AMS360 Epic and sales CRM tools like HubSpot is preferred.

• Demonstrated ability to build and present customized risk management solutions.

Compensation
As a Personal Lines Private Client Advisor your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions along with a full suite of employee benefits including an immediately vested 401(k) match. The base salary range for this role is $80000 to $200000 depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands offering significant earning potential.

Equal Employment Workforce and Workplace
World celebrates and supports diversity among its employees. We are an equal opportunity employer dedicated to fostering an inclusive workplace regardless of race color ancestry religion sex national origin age citizenship marital status disability gender identity sexual orientation or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities.

To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered Worlds property and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Worlds Human Resources Talent Department first.

Join World Insurance Associates and help protect what matters most to highnetworth clients through personalized sophisticated risk management solutions