Personal Risk Specialist

Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling and business development, this role is also expected to establish additional sources of clients. Responsibilities: Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, providing consultative advice to tailor personal risk management solutions. Achieve new business sales goals on an annualized basis based on our target market. Develop lists of prospective centers of influence and lead sources within the target group for the USI One Advantage. Penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals who serve the affluent market. Identify and overcome sales obstacles on a prospect‑specific basis. Develop and deploy sales and marketing strategies and periodic communications to optimize USI's position in the marketplace. Meet with external centers of influence to prospect, engage, and serve as a value‑added service to their clients. Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff. Establish relationship as a trusted partner and advisor to clients and prospects. Support cross‑selling strategies for existing and new clients. Participate and, as necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs. Salary: $80,000 - $90,000 #J-18808-Ljbffr