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PRM Private Risk Advisor

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he USI Insurance Services Private Risk Management (PRM) Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.  The PRM Private Risk Advisor is 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 Management brand and suite of solutions by cultivating robust business partnerships and relationships with centers of influence(COIs) and trusted advisors to those who have achieved high levels of financial success.

  • Attract new clients to Private Risk Management 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

  • Analyze, mitigate, educate and anticipate exposures inherent in the high net worth and ultra-high net worth lifestyle.  Review existing portfolios, lifestyle trends, life cycle needs and insurance programs and develop comprehensive, innovative risk management solutions.

  • Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of industry solutions and team of specialists

  • Cultivate, lead and promote a dedicated team of client service specialists as the total value added solution and commitment to clients.

  • 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 PRM 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

  • Deliver educational sessions to clients, prospects, COIs and trusted advisors on the value of implementing risk management solutions.

  • Participate in ongoing continuing education, skill development and industry training sessions to expertise is maintained at the highest levels. Maintain appropriate state and securities licensing

  • Meet with carrier partners to ensure deep relationships are cultivated to support advocacy for the client and to maintain 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 partners in response to client needs.



 


Required Qualifications:  5+ years of High Net Worth sales experience


Desired Qualifications:  


  • Excellent verbal, written, and interpersonal communication skills; 

  • Excellent presentation skills;

  • Solid conflict resolution skills;

  • Microsoft Office program proficiency; 

  • Ability to work effectively in a team environment where strong independent thinking skills are important; 

  • Ability to delegate effectively 

  • Proven track record of sales success

#LI-MD1




Job ID:

17056

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