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. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Sales 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. Primary 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 Qualifications 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 It is meaningful, but not mandatory, if you have: 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 Compensation As a World Personal Lines Sales 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. #J-18808-Ljbffr
$60k - $200k
World Insurance As is seeking a Private Client Sales Executive to manage personal lines sales, focusing on high-net-worth households. The role emphasizes developing relationships with affluent clients and delivering sophisticated insurance solutions. You will utilize corporate...High net worth$60k - $200k
...the U.K. World specializes in personal and commercial insurance,... ...fidelity bonding, employee and executive benefits, investment... ...HR solutions. Commercial Lines Sales Executive (Client Advisor)... ...commercial lines insurance, high net worth / private client, employee benefits...High net worthBase plus commissionImmediate start$80k - $200k
...Surety Bonds Sales / Revenue Producer - Greater Chicago Metro... ...U.K. World specializes in personal and commercial insurance,... ...bonding, employee and executive benefits, investment advisory... ...traditional commercial lines insurance, high net worth / private client, employee...High net worthBase plus commissionWork experience placementImmediate start- Brown & Brown, Inc. is seeking a Personal Lines Account Executive in Houston, TX. This role involves managing relationships for high-net-worth clients and developing tailored personal insurance strategies. Key responsibilities include evaluating clients’ insurance needs...High net worth
- Brown & Brown is seeking a Personal Lines Account Executive to join our growing team in Houston, TX. The candidate will manage high-net-worth clients, delivering tailored insurance solutions while ensuring outstanding service and relationship management. The ideal candidate...High net worth
- Brown & Brown is looking for a Personal Lines Account Executive to join our Houston team. This role involves serving as the primary relationship manager for high-net-worth clients, delivering concierge-level service and tailored insurance strategies. The ideal candidate...High net worth
- 001 Brown & Brown, Inc is seeking a Personal Lines Account Executive in Houston, TX. The role involves managing high‑net‑worth client relationships, evaluating insurance programs, and providing tailored coverage recommendations. The ideal candidate will have a minimum...High net worth
- ...within the agency’s management system. Skills & Experience At least three (3) years of personal lines insurance account management experience including work with affluent, high net worth policies. Active state insurance license. Job Specs Hybrid schedule is available....High net worthFor contractors
- ...best for our customers. Brown & Brown is seeking a Personal Lines Account Executive to join our growing team in Houston, TX! The... ...as the primary relationship manager for a portfolio of high-net-worth clients, delivering a proactive, high-touch and concierge...High net worth
- Job Overview Personal Lines Account Executive - Houston, TX. The role collaborates with producers to write new business and retain existing clients... ...Primary relationship manager for a portfolio of high‑net‑worth clients. Act as a trusted risk advisor; evaluate evolving...High net worth
$90k - $100k
...diverse and inclusive environment where your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of the newest members of our team, supporting one of our customers, global...High net worthRemote jobSelf employmentWork from home- ...comprehensive financial analysis to support credit decisions for ultra-high-net-worth clients-including individuals, family offices, trusts, and... ...of assigned loan portfolio, ensuring timely and accurate execution of collateral releases, SER preparation, renewals, covenant...High net worthWork at officeShift workDay shift
- ...for managing and retaining a portfolio of Personal Lines clients by delivering exceptional... ...initiatives. · Support team members during high-volume periods and contribute to a positive... .... · Experience working with high-net-worth or private client accounts, preferred but...High net worthWork at office
- ...United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in accounting...High net worth
- ...Delaware, Chicago, Houston, and Scottsdale. You will manage a team of around 500 professionals aimed at delivering high-touch experiences for high-net-worth families. Qualified candidates must have extensive experience in financial services management and hold a senior...High net worth
- ...responsible for designing and delivering tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience. Ideal candidates should possess strong...High net worth
- ...Private Client Division in Houston, Texas. The role demands a high level of organizational skills and client management, providing... ...Prospective candidates should possess at least 5 years in high net worth client services and have a solid understanding of Florida's insurance...High net worth
- ...retention. Candidates should have 10+ years of complex financial services experience and the ability to drive business development for high-net-worth clients. A strong skill set in client solutions and leadership is essential, with licenses required within 90 days if not...High net worth
- ...candidates will have a Bachelor's degree and 1-3 years of relevant experience in financial services, particularly in managing high-net-worth client relationships. Strong interpersonal and relationship management skills are essential, along with advanced credit knowledge...High net worth
$120k - $150k
...Manager - Why This Opportunity Stands Out Work with a growing, high-performing firm that is expanding rapidly and investing in its people Exposure to a sophisticated High Net Worth (HNW) / Private Client Services (PCS) client base with complex tax needs...High net worthFlexible hours- ...is seeking a Private Client Account Executive to enhance their personal insurance business. The role... ...delivering outstanding service to high-net-worth clients. The ideal candidate will have... ...strong background in personal insurance sales, networking skills, and an active P...High net worth
- TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities...High net worthWork at office
- ...deposit products, and other banking services. You will provide excellent customer service, assist in loan applications, and support high net worth clients with their depository needs. The ideal candidate should have a high school diploma and significant banking experience,...High net worth
- ...Private Client Relationship Manager to provide business depository, treasury management, and lending solutions while advising high net worth individuals. This role requires over ten years of experience in Private Banking or Financial Services, along with a Bachelor's...High net worthLocal area
- ...relationship‑driven Private Client Account Executive to grow our personal insurance business in the Houston... ...advisors serving affluent and high‑net‑worth clients. The ideal candidate has strong... ...2 years of personal insurance sales or production experience Experience...High net worthWork at office
$125k - $135k
...Tax Supervisor - Why This Opportunity Stands Out Join a growing, high-performing firm with strong leadership and clear growth trajectory Work directly with a High Net Worth (HNW) / Private Client Services (PCS) client base on complex, meaningful tax...High net worthFlexible hours- ...for its International Tax and Transaction Services team. The role involves managing complex tax issues for private companies and high-net-worth individuals. The ideal candidate will have at least 5 years of related experience and a relevant degree. This position offers a...High net worthFlexible hours
- ...related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients with all aspects of the online experience and for the development and delivery of digital training to advisors and...High net worth
$55.5k
...it simple, we are the middle person between the clients and the operator... .... Our clients consists of high-net-worth individuals, fortune 500... ...organizations. Our Private Jet Sales Consultants manage the full... ...150,000.00 2 weeks ago Sales Executive Merchant Regional - (Houston,...High net worthFull timeTraineeshipSeasonal workWork from homeRelocationFlexible hoursNight shift$180k - $200k
...Stands Out Step into a high-impact leadership role... ...a strategic advisor to High Net Worth (HNW) / Private Client Services... ...leadership and other service lines to deliver holistic, value-added... ...Lead engagement strategy and execution, coordinating with internal...High net worthLocal areaFlexible hours
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!
- customer service inside sales representative Houston, TX
- staffing sales representative Houston, TX
- commercial insurance agent Houston, TX
- sales representative flooring Houston, TX
- remote sales consultant Houston, TX
- group sales representative Houston, TX
- automotive sales representative Houston, TX
- global sales executive Houston, TX
- saas sales representative Houston, TX
- sales specialist Houston, TX

