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
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a... ...America and the U.K. World specializes in personal and commercial insurance, surety and... ...commercial lines insurance, high net worth / private client, employee benefits,...High net worthBase plus commissionImmediate start$60k - $200k
...World specializes in personal and commercial insurance... ...bonding, employee and executive benefits, investment... ...solutions. Private Client Sales Executive (Client... ...World’s Personal Lines Client Advisors serve... ..., with an emphasis on high-net-worth households. You will work...High net worthBase plus commissionImmediate start$28.85 - $40.86 per hour
...Personal Insurance Account Manager Built on meritocracy, our unique company culture rewards self-starters and those who... ...Skills & Experience to Be Successful: ~3+ years' high net worth Personal Lines experience ~ Experience with Surplus Lines placement and...High net worthHourly payWork at office$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$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award... ...supervision from their Supervisor on difficult lines. This role requires the employee to take... ...interact with a variety of people/personalities Strong leadership skills Must be able...High net worth$56k - $132k
...please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day... ...from their Supervisor on difficult lines. This role requires the employee to take... ...successfully interact with a variety of people/personalities. Strong leadership skills. Must be...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$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$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- ...insurance consultancy in Seattle is looking for a Senior Account Executive to interact with clients daily and maintain relationships. This... ...renewals. The position requires significant expertise in multi-line accounts and the ability to negotiate effectively. Candidates...High net worth
$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award... ...supervision from their Supervisor on difficult lines. This role requires the employee to take... ...interact with a variety of people/personalities Strong leadership skills Must be able...High net worth$120 - $150 per hour
...Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role focuses on tax compliance and planning for high-net-worth individuals and partnerships. Responsibilities include reviewing tax returns and managing compliance for private tax clients....High net worthHourly paySeasonal workRemote work$90 - $120 per hour
...Tax Manager within Private Client Services in Seattle, WA. This position focuses on high-growth private companies, requiring expertise in tax planning and compliance for high-net-worth individuals and families. Key responsibilities include the review of complex tax returns...High net worthHourly paySeasonal workRemote workFlexible hours$150k
JPMorgan Chase in Bellevue, WA is seeking a Relationship Manager to oversee high-net-worth client relationships across banking, lending, and investments. The role involves building trust, providing targeted advice, and developing solutions to enhance clients' financial...High net worth- 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$91.9k - $142.4k
...seeking a Tax Professional in Seattle, WA to prepare and review complex individual tax returns, provide insightful tax planning for high net worth clients, and collaborate with a team of specialists across various tax domains. You should have a bachelor's degree in...High net worth$75k - $125k
...Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset allocation proposals for high net worth clients. The ideal candidate has a Bachelor's Degree, strong analytical and communication skills, and thrives in a fast-paced...High net worth$200k - $245k
...years of international estate planning expertise to join a recognized law firm based on the East Coast. The role includes advising high-net-worth clients, structuring foreign trusts, and handling complex cross-border tax matters. With a highly flexible hybrid work model,...High net worthFlexible hours$85k - $125k
...across the US. The role requires a Bachelor's degree and a minimum of 3 years in personal insurance underwriting. Responsibilities include providing exceptional client service and executing a national marketing strategy. Benefits range from a competitive salary of $85,0...Flexible hours$140k - $160k
...white-glove tax strategy powered by modern technology. We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-...High net worthLocal areaRemote 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
$90 - $120 per hour
...equity‑owned companies. You will work on high‑growth private company clients, handling... ...returns. Income tax planning for high‑net‑worth individuals and families. Partnership... ...compliance. Knowledge of federal and state personal and trust income tax. Understanding of...High net worthHourly paySeasonal workRemote work$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- ...think critically, not just enter numbers on a form. The right person has an ownership mentality and takes responsibility for their... ...workpapers Provide written and verbal correspondence/guidance to high net worth individuals on tax compliance and planning Research tax issues...High net worthRemote jobPart timeWork from homeFlexible hours
$135.6k - $275k
...Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10–15 years of experience...High net worth- ...plan in collaboration with senior leadership. The ideal candidate should have experience marketing alternative investments to high-net-worth and institutional clients and participate in the creation of marketing materials and business development initiatives. #J-18808...High net worth
$200k - $245k
...sophisticated international estate planning experience to work with high-net-worth individuals, multinational families, family offices, and... ...reporting U.S. real estate ownership planning for non-U.S. persons Multinational succession and governance structures The firm...High net worthPart timePrivate practiceWork at officeFlexible hours$80k - $90k
...is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify needs, develop relationships, and recommend appropriate investment products. Candidates should have at...High net worth- ...A leading CPA advisory firm in Seattle is seeking an experienced Tax Senior Manager to join their High Net Worth Tax practice. In this role, you will provide tax compliance and consulting services to affluent clients, lead engagements, and mentor junior staff. The ideal...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Executive - Personal Lines/ High Net Worth. Be the first to apply!
- sales representative packaging Seattle, WA
- sales specialist flooring Seattle, WA
- customer sales representative Seattle, WA
- national sales executive Seattle, WA
- sales representative Seattle, WA
- executive sales consultant Seattle, WA
- in home sales representative Seattle, WA
- senior sales representative Seattle, WA
- inside sales representative - no cold calling Seattle, WA
- internet sales representative Seattle, WA

