Sales Executive - Personal Lines/ High Net Worth
$60k - $200kWorld Insurance As
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 Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Clientaccounts, including affluent individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World’s broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #J-18808-Ljbffr
$60k - $200k
...Insurance Sales Producer – Commercial Lines Client Advisor World’s Client Advisors bring risk management... ...are empowered to help clients with personal lines insurance, employee benefits,... ...commercial lines insurance, high net worth / private client, employee benefits...High net worthBase plus commissionImmediate start$28.85 - $40.86 per hour
...best for our customers. Brown & Brown is seeking a Personal Insurance Account Manager to join our growing team in Seattle... ...Skills & Experience to Be Successful: ~3+ years' high net worth Personal Lines experience ~ Experience with Surplus Lines placement...High net worthHourly payWork at office- Brown & Brown is seeking a Personal Insurance Account Manager in Seattle, WA, to manage and grow private client insurance accounts... ...compliance. The ideal candidate has over 3 years of high net worth Personal Lines experience, excellent customer service skills, and...High net worthHourly payWork at office
$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates... ...U.K. World specializes in personal and commercial insurance,... ...solutions. World's Personal Lines Client Advisors serve as... ...relationships, with an emphasis on high-net-worth households. You will work...High net worthBase plus commissionImmediate start$70k - $80k
...Job Description Personal Lines Account Manager Job Summary Seeking a motivated... ...involves working with a mix of standard and high-net-worth accounts, providing exceptional service... ...lines insurance, a proven aptitude for sales, and a commitment to delivering...High net worthRemote work2 days per week3 days per week$60k - $200k
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique... ...and the U.K. World specializes in personal and commercial insurance, surety and... ...traditional commercial lines insurance, high net worth / private client, employee benefits,...High net worthBase plus commissionImmediate start- A leading insurance brokerage in Seattle is seeking a Personal Insurance Account Manager. The successful candidate will have over 3 years of high net worth personal lines experience and be responsible for managing accounts, attending training sessions, and delivering exceptional...High net worthWork at office
$65k - $75k
...opportunity for a licensed insurance professional to join our Personal Lines team in Portland, OR (or Renton, WA) as an Account Manager.... ...client relationships, particularly with affluent and high-net-worth households Accurately document all client interactions in...High net worthWork at officeLocal area1 day per week- **Brown & Brown** is seeking a **Personal Insurance Account Manager** to join our growing team in **Seattle, WA!** Attend required... ...**Skills & Experience to Be Successful:** 3+ years’ high net worth Personal Lines experience Experience with Surplus Lines placement and...High net worthHourly payWork at officeLocal area
$60k - $200k
A leading insurance broker in Seattle is seeking an Insurance Sales Producer - Personal Lines Client Advisor. In this role, you will identify and engage new clients while leveraging a comprehensive insurance platform. The ideal candidate has proven insurance sales experience...High net worth$67.5k - $125.8k
...Sales And Risk Consultant Our not-so-secret... ...America, we combine the personalized service model of a... ...Business Development Executives (BDEs) and Client Advisors... ...experience with high-net-worth clients essential ~... ...licensed and HNW personal lines insurance experience...High net worthMinimum wageContract workLocal areaFlexible hoursNight shift- ...WA. The successful candidate will manage client inquiries and coordinate service activities to ensure a seamless experience for high net worth clients. The position requires at least 1 year of experience in a financial institution and a BS/BA in Business, Finance, or...High net worth
- ...ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work with high-net-worth individuals. This role requires adherence to regulatory requirements and a commitment to client satisfaction. #J-18808-Ljbffr...High net worth
$60k - $125k
...Management Professional in Seattle to manage relationships with ultra-high net worth clients. In this role, you will be responsible for onboarding clients, ensuring investment objectives are achieved, and executing trading transactions. Candidates should have a Bachelor's...High net worth$60k - $125k
...Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal candidate will manage ultra-high net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants must have a Bachelor's Degree and 1-3 years...High net worth$225k - $365k
.... This role involves handling trusts and estates alongside tax matters, including estate structuring and charitable giving for high-net-worth individuals. Candidates should have 2-5 years of relevant experience and preferably an LLM in taxation or estate planning. This...High net worth- Atrium Staffing is seeking a Client Advisor for their Seattle office to support high-net-worth clients. This role entails managing client relationships and ensuring clients receive thorough guidance and service. The ideal candidate possesses a Bachelor's degree, strong...High net worthWork at office
$100k
..., to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track record, focusing on bringing in new investor business. The ideal candidate...High net worthRemote job- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of...High net worth
$75k - $125k
...role involves working closely with Private Wealth Advisors, monitoring client portfolios, and supporting business development for high net worth clients. Candidates should hold a Bachelor's Degree and possess strong communication and organizational skills. The expected...High net worth$60k - $125k
A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth clients, requiring strong client service and communication skills along with a Bachelor's Degree. You will manage client relationships...High net worthWork at office$225k - $365k
...tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw 100 client’s Private Client Services group advises high-net-worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. This team is known for its...High net worthPrivate practice- A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on various financial matters, including investments and estate planning. Candidates should have at least...High net worthWork at officeFlexible hours
$28.52 - $40.29 per hour
...and activities, and for monitoring and executing tasks required to fulfill the client... ...the client. Supports and facilitates personal and non‑personal client requests related... ...institution focusing on client service and sales. High net worth client service and sales experience...High net worthHourly payWork at officeShift workDay shift$85k - $125k
...service experience for our retail partners Execute on the national marketing strategy to... ...and experience Minimum 3 years of Personal insurance underwriting experience required... ...Demonstrated proficiency in customer service, sales and marketing Proven organization...Private practiceWorldwideFlexible hours- ...experience handling trusts & estates matters Strong written, verbal, and interpersonal communication abilities Experience advising high‑net‑worth clients on estate and tax planning strategies preferred Licensed to practice in Washington or eligible to obtain #J-18808-...High net worth
$85k - $125k
...brokers, all while delivering top-notch customer service. Candidates should have a Bachelor’s degree and a minimum of 3 years in personal insurance underwriting. The benefits include a competitive salary ranging from $85,000 to $125,000, flexible and hybrid work options...Private practiceFlexible hours$190k - $240k
...Our team advises institutional investors across the United States, including public and private pension funds, family offices, high‑net‑worth individuals, endowments, universities, sovereign entities, and insurance companies on traditional and alternative investment transactions...High net worthPermanent employmentLocal area- ...Our client is a planning-first, fiduciary RIA serving high-net-worth families through deeply personalized financial, tax, and estate planning — and they're looking for an experienced CFP to join a highly collaborative team in the Seattle/Bellevue market. This isn't a product...High net worthTemporary work
- ...President to join its Alternatives Distribution Sales team. This individual will be... ...trust platforms, financial advisors, and high-net-worth wealth channels. The individual will be... ...advisor and wealth channel partnerships. Execute a consultative sales process to increase...High net worth
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