Private Client Risk Advisors/Personal Lines Producer
$60k - $125kAcg Resources Adams Consulting Group
Personal Lines Risk Advisor (Producer)
ACG Resources is representing one of Southern California's premier independent insurance brokerages in the search for a Personal Lines Risk Advisor (Producer).
Our client has built an outstanding reputation for delivering concierge-level service and sophisticated insurance solutions to high-net-worth individuals, families, and successful professionals. As the firm continues to grow, they are looking to add entrepreneurial advisors who enjoy building lasting client relationships while helping individuals protect their homes, automobiles, valuables, and other personal assets.
This opportunity offers the stability and resources of an established independent brokerage combined with the flexibility, autonomy, and earning potential of a producer role.
Whether you're an experienced Personal Lines Producer with an existing book of business or a relationship-focused advisor looking to elevate your career, this organization provides exceptional support, marketing resources, and unlimited income potential.
Position Summary
The Personal Lines Risk Advisor is responsible for developing new client relationships, identifying personal insurance exposures, and delivering customized insurance and risk management solutions.
This individual serves as a trusted advisor to affluent individuals and families while partnering with internal service teams to ensure exceptional client service and long-term account retention.
Responsibilities
- Develop new Personal Lines business through networking, referrals, and relationship building
- Build relationships with high-net-worth individuals, families, and professional referral sources
- Conduct comprehensive personal insurance reviews and identify coverage gaps
- Recommend customized insurance and risk management solutions
- Present proposals and guide clients through coverage recommendations
- Collaborate with account management teams during implementation and renewal
- Cross-sell additional agency products and services
- Cultivate relationships with attorneys, CPAs, wealth managers, mortgage professionals, and other Centers of Influence
- Maintain accurate client documentation within the agency management system
- Achieve established production and business development goals
- Participate in networking, community, and professional events that generate new business opportunities
Qualifications
- Personal Lines or Property & Casualty insurance sales experience
- Active Property & Casualty Insurance License (California preferred)
- Proven success generating new business and developing client relationships
- Strong consultative sales and communication skills
- Professional, client-focused approach
- Self-starter with an entrepreneurial mindset
- Bachelor's Degree preferred
Compensation & Benefits
- Competitive base salary ($60K-$125K+ depending on experience and production)
- Uncapped commission structure
- Performance bonus opportunities
- Flexible compensation packages for experienced producers with transferable books of business
- Comprehensive benefits package
- Long-term ownership opportunities
- Award-winning workplace culture
- Professional development and ongoing mentorship
Why Consider This Opportunity?
- Join one of the nation's most respected independent insurance brokerages
- Serve an established high-net-worth client base
- Entrepreneurial culture with significant autonomy
- Strong operational and marketing support
- Excellent carrier relationships and market access
- Unlimited earning potential
- Long-term career advancement and ownership opportunities
- Collaborative leadership team committed to employee success
$60k - $125k
...Job Description Job Description Employee Benefits Risk Advisor (Producer) Location: Southern California Preferred Western U.S. Preferred... ...competitive benefits strategies while building long-term client relationships. The organization provides exceptional operational...SuggestedRemote workFlexible hours$60k - $125k
...Job Description Job Description Property & Casualty Risk Advisor (Producer) Location: Southern California Preferred | Western U.S. Preferred... ...an exceptional reputation for its collaborative culture, client-first philosophy, and long-term commitment to remaining independently...SuggestedRemote workFlexible hours$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...America, we combine the personalized service model of a local consultant... ...them navigate complex risks with confidence. Providing... ...~2 + years' personal lines insurance experience with high...Private clientMinimum wageLocal areaNight shift- JPMorganChase is seeking a Private Client Advisor in San Diego, California. This role involves offering comprehensive financial planning and personalized investment solutions to clients, with a focus on building strong client relationships. The ideal candidate will have...Private client
- JPMorgan Chase & Co. is seeking a Private Client Banker in San Diego, California. The role involves managing banking relationships with affluent clients, providing tailored financial education and advice while exceeding customer expectations. The ideal candidate should...Private client
$18 - $50 per hour
...Licensed Insurance Producer - San Diego CA 92115 EL CAJON - San Diego, CA 9211... ...decide if it is an acceptable insurance risk. Seek out new clients, generate lists of prospective... ...required. Hold a valid and current Personal Lines or Property & Casualty License in California...Hourly payWork at officeLocal area- ...Personal Lines Account Executive In a rapidly changing world... ...solutions that put our clients in control. Our growing... ...tailored to high-net-worth and private client needs. Working alongside Producers and client service teams... ...and remarketing, risk control coordination, and...Private clientWork at officeFlexible hours
- ...Description Employee Benefits Producer - Insurance Brokerage - Base... .../year - San Diego, CA ~ Our client, a well-established independent insurance brokerage and risk management firm, is seeking an... ...employee benefits, surety, and private client solutions. This position...Private clientLocal areaRemote work
- ...expertise in QC and loss mitigation. Key responsibilities include assessing audit reports, communicating effectively with teams and clients, and handling investor negotiations. Candidates should have strong experience with nonQM files and familiarity with investor...
- ...helper for wealthy individuals and business clients, giving them advice on taxes, following... ...save money on taxes and identify any risks, using up-to-date knowledge of federal and... ...build trust and keep client information private in a busy, client‑focused environment. #J...Private client
- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting...Private client
- ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking... ...accounting skills who thrives in a growing environment and providing clients with exceptional services. What it Means to Work...Private clientLocal area
$80k - $200k
...decisions to improve their risk management outcomes,... ...U.K. World specializes in personal and commercial insurance,... ...solutions. Commercial Lines Sales Executive (Client Advisor) Position Overview World... ...insurance, high net worth / private client, employee benefits,...Private clientBase plus commissionImmediate start- ...EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...the largest and fastest-growing service lines at our firm, we try to makea big... ...along with their unique operational and personal dynamics. AboutEisnerAmper: EisnerAmperis...Private clientTemporary workPrivate practiceWork at officeLocal area
$175k
...Job Summary Outside Commercial Lines sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive... ...knowledge of Property & Casualty insurance. Personable, highly motivated, and goal oriented....Temporary workFlexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ...Build a book of business and deliver personalized investment solutions to your clients... ...future or larger aspirations down the line. But our long-term investment philosophy...Private client
$125k - $191k
...Weaver is looking for talented tax leaders at the Manager level to join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses to high-net-worth individual clients. Our scope of services includes tax...Private clientImmediate startFlexible hours- ...Job Description Commercial Insurance Producer Position Overview We are seeking a driven and relationship-focused Commercial... ...new commercial business opportunities, building long-term client relationships, and driving revenue growth through prospecting,...
- ...autonomy to reach your goals. Tax Manager – Private Client Services (PCS) Practice EisnerAmper is... ...the largest and fastest-growing service lines at our firm, we try to make a big group... ...along with their unique operational and personal dynamics. About EisnerAmper EisnerAmper...Private clientTemporary workPrivate practiceWork at officeLocal area
- ...the backbone of our office. You’ll be supporting both our clients and the agent directly—handling day-to-day service needs,... ...applications, renewals, and day-to-day servicing for both personal and commercial lines Cross-sell additional coverages when appropriate to better...Hourly payFull timeWork at office
$75k - $85k
...Job Description Job Description Event Producer This is a hybrid role that works 3-4 days per week in office on average. Applicants... ...for the logistical management and operational execution of client events and programs Serves as the primary contact for the client...Temporary workWork at officeLocal areaFlexible hoursAfternoon shift3 days per week$142k - $192.5k
Koitecc Solutions is looking for a Lead SOX Risk Advisor in San Diego. This role will involve driving strategic SOX readiness projects and providing risk advisory expertise across multiple process areas to ensure compliance with SOX. Candidates should have 7+ years of...- ...IBM is seeking a Third Party Strategic Advisor who will build strategic partnerships with senior business leaders. The role involves developing... ...implementing compliance policies while providing guidance on risk and regulatory matters, making a significant impact on the...
- Bvlgari is seeking a Client Advisor in San Diego to deliver world-class luxury experiences and build lasting client relationships. The... ...and master the art of luxury retail, focusing on personalization and client-centric sales approaches. Competitive compensation...
$175k
...Outside Commercial Lines Sales Position Outside Commercial Lines... ...and growing existing client revenue. Manage client relationships... ...Property & Casualty insurance. ~ Personable, highly motivated, and goal... ...delivers to clients a robust set of risk management and benefit...Temporary workLocal areaFlexible hours$80k
...revenue growth for small business clients. Cross-sell referrals from other... ...Health insurance license, being personable, highly motivated, and goal... ...Advantage delivers a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents...Temporary workLocal areaFlexible hours- ...Insurtech & Company Benefits Sales Producers San Diego, CA, USA 30,000.-300,000. per year... ...services including referrals to other lines of business, as appropriate. Maintain positive... ...with all key stakeholders assuring Client retention and satisfaction. Must maintain...Full timeWork at officeRemote workFlexible hoursNight shift
$31 - $72 per hour
...confidential support for personal or professional challenges... ...- is one of the largest privately held insurance brokers in... ...been ranked the #1 Personal Lines Leader by the Insurance... ...system. Be a Trusted Advisor: Establish rapport with clients and provide guidance to help...Full timeImmediate startRelocation package$70k - $90k
Job Description The Digital Media Producer plays a major role in the day-to-day execution of NBC 7 and Telemundo 20’s digital news strategy... ...process, external candidates may be required to attend an in-person interview with an NBCUniversal employee at one of our locations...Full timeLocal areaFlexible hoursShift work- ...a professional and knowledgeable Commercial Lines Producer to develop and nurture relationships with commercial line clients. The role involves growing the book of business... ...active insurance license and experience as a personal or commercial lines producer. Excellent...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Risk Advisors/Personal Lines Producer. Be the first to apply!
- part time customer representative San Diego, CA
- client engagement specialist San Diego, CA
- customer service specialist San Diego, CA
- online customer service representative San Diego, CA
- bilingual customer service representative spanish english San Diego, CA
- client retention specialist San Diego, CA
- financial customer service representative San Diego, CA
- customer success specialist San Diego, CA
- senior service representative San Diego, CA
- service delivery representative San Diego, CA


