Private Client Advisor

Private Client Advisor

The Personal Lines Private Client Advisor serves as a trusted insurance advisor to high net worth and ultra-high net worth individuals, families, and family offices. This role is responsible for managing and growing a portfolio of affluent clients through consultative risk assessment, customized insurance program design, proactive coverage reviews, and exceptional client service.

The advisor partners closely with carriers, underwriters, wealth management professionals, and internal teams to provide comprehensive solutions for complex personal insurance needs, including high-value homes, collections, luxury automobiles, excess liability, yachts, aviation, and other specialty risks. Success in this role requires strong technical insurance expertise, relationship-building skills, attention to detail, and the ability to deliver a concierge-level client experience.

Duties and Responsibilities:

• Serve as the primary trusted advisor for a portfolio of high net worth personal insurance clients.
• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
• Continually manages a book of business to support high renewal rates.
• Collaborates with Client Service to analyze renewal business and place new business accounts.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Qualifications:

• State-issued Property and Casualty Insurance Producer License.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 2-5 years in an insurance sales role
• Proficiency with professional programs such as Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and internal/external communication.

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.