Personal Risk Advisor
Location:
FL - Tampa
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With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.
At USI, we take your success seriously, and our leadership team is dedicated to helping you win and keep business. We have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through our unique professional development platform and one-of-a-kind program to reward and recognize sales excellence.
National and Local Sales Training and Support
The USI ONE Advantage® distinguishes USI as a leading insurance brokerage and consulting firm. This game-changing value proposition delivers unique enterprise solutions to our clients and drives our sales professionals’ development and success. Complementing these resources, USI offers a full suite of industry training and sales support programs led by award-winning experts.
Premier Sales Reward and Recognition
Our annual incentive program, USI PEAK, recognizes and rewards our sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.
Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Committed to a Diverse and Inclusive Work Environment
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.
Nationally Ranked and Recognized as a Top Insurance Workplace
- 4th largest privately held broker of U.S. business and the 11th largest insurance broker in the world.
- 2nd largest privately held employee benefits broker ranked by global benefits revenue.
- 6th largest independent commercial lines broker, and one of the top ten largest privately held brokers of personal lines business in the U.S.
- Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
- Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).
General Description: 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 specifically focused on the high net worth and family office marketplace.
Job Description
- 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 and collective knowledge of the USI dedicated Personal Risk team.
- Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence 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 & 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
- expertise is maintained at the highest levels.
- Gain and develop knowledge of industry trends as well as advise and influence 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.
Knowledge, Skills and Abilities:
- 5+ years of High Net Worth sales experience
- Excellent verbal, written, and interpersonal communication skills
- Excellent presentation skills
- Solid conflict resolution capabilities
- Microsoft Office program proficiency
- Ability to work effectively in a team environment where strong independent thinking skills are important
- Ability to delegate effectively
- Established network of COI’s and a proven track record of sales success
- Must possess a current P&C License
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USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
Job ID:
20664