Personal Risk Advisor

General Description The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence (COIs) specifically focused on the high net worth and family office marketplace. Job Description Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with COIs and trusted advisors to financially successful families. Attract new clients to Private Risk that meet the minimum client profile standards. Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team. Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence, and being a thought leader within the wealth management industry. Deliver targeted, profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team. Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs. Create and deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions. Position value‑added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit. Maintain expertise at the highest levels. Gain and develop knowledge of industry trends as well as advise and influence the development of innovative, bespoke solutions in response to client needs. Engage, introduce and position value‑added third‑party subject‑matter experts in response to client needs. Knowledge, Skills & Abilities 5+ years of High Net Worth sales experience. Excellent verbal, written, and interpersonal communication skills. Excellent presentation skills. Solid conflict resolution capabilities. Microsoft Office program proficiency. Ability to work effectively in a team environment where strong independent thinking skills are important. Ability to delegate effectively. Established network of COIs and a proven track record of sales success. Must possess a current P&C License. Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI has created one of the most dynamic personal and professional development cultures in the industry, investing heavily in associates and celebrating their growth through unique employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI is USI ONE Advantage® – a game‑changing value proposition that delivers clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart from the competition, enabling strategic, timely, and effective risk management programs in terms that are easy to understand. Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commissions, incentives, and benefits, USI recognizes top sales associates through USI PEAK , rewarding professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and promote healthy, productive lives through wellness, scholarships, and financial assistance. Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability, partnering with non‑profits, animal shelters, and eco‑conscious vendors while reducing its own environmental footprint. The company works together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace USI’s award‑winning I’m With U diversity and inclusion program educates associates to better serve clients, prospects, teammates, and communities through curated education, training resources, employee support programs, and outreach initiatives, fostering a diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025). Certified as a Great Place To Work two years in a row (2024‑2025). USI is committed to providing a full suite of competitive benefits, including medical, wellness, dental and vision, 401(k), flexible spending, disability, life insurance, paid family leave, and paid holidays. The salary for this position ranges from $110,000 to $130,000 per year, depending on experience, with the final offer determined by the candidate’s qualifications, relevant experience, and demonstrated skills. #J-18808-Ljbffr USI Insurance Services