Sales Executive - Personal Lines/ High Net Worth
$60k - $200kWorld Insurance As
Insurance Sales Producer - Personal Lines Client Advisor 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. 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 client accounts, 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). 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 World Insurance As
$60k - $200k
...Insurance Sales Producer - Personal Lines Client Advisor World Insurance Associates ("World") is a... ...and fidelity bonding, employee and executive benefits, investment advisory and retirement... ...relationships, with an emphasis on high-net-worth households. You will work closely...High net worthBase plus commissionImmediate start$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- ...America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement... ...and Carrier sites. Has knowledge of High Net Worth or loss sensitive program design and coverage...High net worthWork experience placement
$75k - $130k
Berkley One, located in Scottsdale, AZ, seeks a Personal Lines Underwriter who evaluates and underwrites new business risks. This role... ...degree and have at least two years of underwriting experience in high net worth personal lines. Exceptional communication skills and a...High net worth- ...experience to match. Our mission is to deliver highly personalized risk and claims management through a... ...in handling all manner of personal lines property claims from the desk. The... ...with an emphasis in working with High Net Worth customers and experience with automated...High net worthFull timeFor contractorsFlexible hours
$75k - $130k
...experience to match. Our mission is to deliver highly personalized risk and claims management through a... .... Responsibilities As a Personal Lines Underwriter at Berkley One, you'll play... ...years of underwriting experience in high net worth personal lines. Customer‑Centric...High net worthFull timeWork at officeRemote workFlexible hoursNight shift- ...Personal Lines Manager Phoenix, Arizona Position Overview The Personal Lines Manager... ...designed to scale and optimize the operational execution of the Personal Lines business unit.... ...segments preferred, not required High attention to detail with the ability to...High net worth
- ...Personal Lines Sales Executive Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Sales Executive to join our team in Phoenix, AZ!...Work at office
- A leading insurance brokerage located in Phoenix, AZ, is seeking a Personal Lines Sales Executive to drive new business growth and develop client relationships. The ideal candidate will have over 2 years in Personal Lines sales, a strong financial aptitude, and exceptional...Work at office
- Personal Lines Sales Executive page is loaded## Personal Lines Sales Executiveremote type: Hybrid Workinglocations: Phoenix, AZ, USAtime type: Full... ...team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative...Work at officeLocal area
$120 - $150 per hour
...private client services from anywhere in the United States. This role involves reviewing individual tax returns, planning for high-net-worth clients, and ensuring compliance with tax laws. Qualified candidates must have a valid CPA license and 8 years of experience in...High net worthRemote jobHourly paySeasonal work$85k - $125k
...of 3 years of underwriting experience and a Bachelor’s degree. Responsibilities include providing excellent customer service and executing marketing strategies. The position offers a base salary of $85,000 to $125,000, with flexible work options and health benefits. #J...Flexible hours- ...Client Group (PCG)-the division dedicated to Ultra-High-Net-Worth clients-leadership is seeking a proven executive to take the helm of the West Region , based in... ...of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe...High net worthShift work
- Insurancecenterinc seeks a Personal Lines Private Client Account Executive in Scottsdale, AZ. The candidate will independently manage client strategy and service for complex insurance cases. Key qualifications include 5+ years of experience in Personal Property & Casualty...Full time
- ...both routine and complex matters, taking ownership of files and playing an active role in advising families, fiduciaries, and high-net-worth individuals. Responsibilities Draft and review estate planning documents, including wills, revocable and irrevocable trusts,...High net worthPrivate practice
- ...building and maintaining high-network worth client relationships... ...partners across various lines of business within JPMorgan... ...regularly conducting in-person calls with prospects and... ...financial services or service sales experience, established high net worth referral network...High net worthTemporary workWork at officeLocal area
$62.5k - $87.5k
...The role involves partnering with Wealth Management Advisors to deliver exceptional service to high-net worth clients, managing client portfolios, and ensuring the execution of financial plans. Candidates should have a university degree and 2+ years of experience. Required...High net worth- ...insurer in Scottsdale seeks a VP, Regional Executive for the Southwest. This role involves... ...growth and market presence while managing a high-performing team. The ideal candidate... ...casualty insurance, preferably in the high net worth market. Responsibilities include shaping...High net worth
- ...Phoenix, Arizona is seeking a Financial Advisor as part of the Merrill Advisor Development Program. The role focuses on working with high-net-worth individuals to deliver tailored investment solutions. Candidates must hold Series 7 and 66 licenses, have a minimum of one year...High net worth
$62.5k - $87.5k
Nuveen is looking for a Wealth Client Relationship Manager in Phoenix, AZ, to partner with Wealth Management Advisors and support high-net worth clients. This hybrid position requires strong communication and relationship skills, as well as a track record in client...High net worth- ...to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in marketing initiatives. The ideal candidate will have over 2 years of client service experience in...High net worth
- BMO in Scottsdale, Arizona is looking for a specialist to provide wealth planning for High Net Worth and Ultra High Net Worth clients. This role requires a minimum of 5 years in a similar position and involves collaborative efforts with various professionals to offer comprehensive...High net worth
- ...About the Role The Company is in search of a mid-level, highly autonomous Business Development and Investor Relations professional... ...identifying, approaching, and onboarding new investors, primarily high-net-worth individuals, and leading or supporting fundraising processes....High net worthWork at office
$55k - $85k
A financial services firm based in Phoenix, AZ is seeking a Tax Advisor to provide compliance services for ultra-high-net-worth clients. Ideal candidates will have 3+ years of experience in tax compliance and planning, with exceptional communication skills. The role involves...High net worth$123.3k - $214.2k
...leading financial institution in Arizona seeks an experienced candidate to manage high-net-worth client relationships. This role focuses on developing banking solutions, leading teams, and executing growth strategies while ensuring compliance with regulations. The ideal...High net worth- ...looking for candidates to join its Financial Advisor Development Program. The role focuses on establishing relationships with high-net-worth clients, understanding their financial goals, and recommending tailored solutions. Ideal candidates have a passion for finance,...High net worth
- Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while...High net worth
- ...generating principal-level investments. Ideal applicants will have significant experience in building relationships and managing a high-net-worth donor portfolio. The position offers a comprehensive benefits package and the opportunity to make a global impact. #J-18808-...High net worth
- ...Advisor. In this role, you will build strong client relationships and deliver comprehensive wealth management strategies to ultra high net worth individuals. You will leverage your experience and an extensive network to provide tailored advice and exceptional client...High net worth
- ...Scottsdale, Arizona. The role involves managing client relationships, overseeing a team, and implementing effective tax strategies for high-net-worth clients. The ideal candidate will have 5+ years of tax experience and a strong commitment to professional growth and team...High net worth
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