Personal Risk Advisor
About The Position
The Personal Lines Risk Advisor plays a key role in driving new business growth within our Private Client and Personal Lines division. This proactive, sales-focused position is responsible for prospecting, developing relationships, and closing new personal insurance opportunities. This role focuses on advising individuals and families on comprehensive Property & Casualty (P&C) solutions, including home, auto, umbrella, and specialty coverage. The Advisor partners closely with the Colorado Director of Sales and the service team to develop strategic growth plans, strengthen client relationships, and drive long-term retention and account expansion.
Requirements
- Active Property & Casualty License (or ability to obtain within 60 days of hire)
- Proven success in sales, business development, or insurance production
- Strong written and verbal communication skills
- Commitment to ongoing professional education and development
Nice To Haves
- Proficiency in Microsoft Office and CRM systems preferred
- Associate degree preferred; relevant experience considered in lieu of education
Responsibilities
- Identify, prospect, and secure new personal lines and private client accounts
- Generate opportunities through networking, referrals, centers of influence, digital outreach, and community involvement
- Meet and exceed key performance indicators including revenue, new business premium, and activity goals
- Maintain an active and organized sales pipeline within the CRM
- Conduct thorough risk assessments to identify exposures and coverage gaps
- Present tailored coverage solutions including Home, Auto, Umbrella, High-Value Home, Specialty, and related products
- Perform account reviews to identify cross-sell and coverage improvement opportunities
- Collaborate with service teams to ensure seamless onboarding and strong client retention
- Develop relationships with carrier underwriters to stay current on appetites and market trends
- Negotiate competitive terms and pricing on behalf of clients
- Follow agency workflows, documentation standards, and compliance procedures
- Participate in training, meetings, and continuing education opportunities
Benefits
- A supportive and team-oriented environment
- Clear growth and advancement opportunities
- Ongoing mentorship and professional development
- Strong service support so you can focus on selling and relationship building
- A respected brand with established carrier partnerships
- The ability to build a high-income book with uncapped earnings potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
