Private Client Sales Executive
About The Position
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 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. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households.You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs.Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage.
Requirements
- Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
- Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner
- Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes
- Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business
Nice To Haves
- Experience selling personal insurance through a top brokerage or private client group
- Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)
- Experience building and presenting professional client proposals or coverage presentation
Responsibilities
- Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
- Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
- Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
- Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
- Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
- Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate
Benefits
- 401(k) match that is immediately fully vested
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
