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
$80k - $200k
Commercial Lines Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring... ...are empowered to help clients with personal lines insurance, employee benefits, 4... ...traditional commercial lines insurance, high net worth / private client, employee benefits,...High net worthBase plus commissionImmediate start$60k - $200k
A financial services organization is seeking an Insurance Sales Producer to drive new business opportunities while advising clients on insurance solutions. You will leverage resources to help clients solve challenges in risk management. This role offers a salary ranging...High net worth- ...Texas, to manage client relationships and drive business growth. The role requires at least 7 years of experience in managing high-net-worth clients, with knowledge in banking and credit. Responsibilities include advising on financial needs, leading credit opportunities...High net worth
- A financial services organization in San Antonio seeks a Private Wealth Advisor to manage and expand relationships with high-net-worth clients. The role involves financial planning, portfolio management, and compliance with regulatory standards. Ideal candidates will have...High net worth
$120 - $150 per hour
Ernst & Young Oman seeks a Seasonal Tax Senior Manager for Private Client Services in the US, enhancing tax strategies for high-net-worth individuals and families. You will review complex individual tax returns and provide income tax planning while working remotely. Candidates...High net worthRemote jobHourly paySeasonal work- ...possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global... ...prior insurance experience Previous experience servicing High Net Worth Clientele Proficiency in the daily use of carrier websites...High net worthWork at officeLocal areaNight shift
- ...business Job Duties: Manages a book of personal line insurance business focused on affluent... ...improvements. Works closely with sales producer and other HUB team members on... ...: Experience working with high net worth insurance carriers Experience working...High net worthWork at officeLocal areaFlexible hours
- ...Private Banking Intern The Private Banking Intern will support the Private Banking team in delivering high-touch service to high-net-worth clients. This role provides hands-on exposure to client relationship management, financial analysis, deposit processes, and the...High net worthContract workWork experience placementInternshipWork at office
- ...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
- ...lead the development of financial advisors. This role involves daily management tasks, creating growth strategies, and serving high net worth clients. The ideal candidate has over 5 years of relevant experience and proven leadership skills. A comprehensive package and...High net worth
$120 - $150 per hour
...businesses to private equity owned companies, all high‑growth private companies. In this role... ...returns, income tax planning for high‑net‑worth individuals and families, partnership tax... ...Experience with federal and state personal and trust income tax A thorough understanding...High net worthHourly paySeasonal workRemote workFlexible hours- ...Development Program. This role focuses on building relationships with high-net-worth clients to understand their needs and provide tailored... ...candidates will hold Series 7 & 66 licenses and have experience in sales or financial services, demonstrating exceptional interpersonal...High net worth
- ...certification. Responsibilities include managing client relationships, offering innovative solutions during planning cycles, and mentoring associates. The role requires strong interpersonal skills and experience with high-net-worth individuals. #J-18808-Ljbffr MarinerHigh net worth
- ...the formation of strategic partnerships across high-net-worth individuals, family offices, and institutional investors... .... The CBDO will work closely with the executive team to ensure that the company's growth is in line with its mission and values, and will play a critical...High net worth
- ...Group is looking for a Trust Officer in San Antonio, Texas to manage complex fiduciary and investment management accounts for high-net-worth clients. The ideal candidate will oversee administration and business development while maintaining client relationships and ensuring...High net worth
- A financial services firm located in San Antonio, Texas is seeking a Premier Client Manager to manage relationships with high-net-worth clients. The role involves creating tailored financial plans, providing investment guidance, and ensuring client needs are met. Candidates...High net worthFull time
- ...record in nonprofit development, capable of deepening multi-dimensional relationships with institutional, corporate, and ultra-high-net-worth partners. The Vice President will also be responsible for creating high-touch stewardship models, overseeing the production of...High net worth
- ...identify prospects. Job expectations include executing the Client Management Process and... ...inflows of new business across all product lines (i.e., Credit, Assets Under Management,... ...in managing relationships with high-net-worth clients or equivalent financial services...High net worthWork at officeFlexible hoursShift workDay shift
- ...candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients. Responsibilities include preparing client meeting materials, participating in client...High net worth
- BOK Financial Corporation in San Antonio, Texas is looking for a Private Wealth Advisor to build and maintain relationships with high net worth clients. This role focuses on financial planning, investment strategies, and client education. The ideal candidate has a...High net worthWork at office
- ...is looking for a Senior Private Wealth Banker to manage complex commercial and individual loans and foster relationships with high net worth clients. The ideal candidate will have a Bachelor's Degree in Finance, strong communication skills, and 5-7 years of experience...High net worth
- ...leading financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow, preserve, and protect their wealth through tailored financial solutions. Responsibilities include managing...High net worth
$60k - $200k
...World specializes in personal and commercial insurance... ...bonding, employee and executive benefits, investment... ...solutions. Private Client Sales Executive (Client... ...World’s Personal Lines Client Advisors serve... ..., with an emphasis on high-net-worth households. You will work...High net worthBase plus commissionImmediate start- ...seeking a Director of Tax with a focus on S Corp, Partnerships, High Net Worth Individuals, and Investments. This role is not a traditional... ...providing guidance, and ensuring that all tax activities are in line with current regulations and best practices. Strong leadership...High net worthWork at office
- ...expertise, proven leadership capabilities, and a passion for delivering exceptional client service to privately held businesses and high-net-worth individuals. The ideal candidate will bring a strong public accounting background, progressive advancement within a tax...High net worthWork at officeLocal area
- ...VP of Land Development to spearhead the execution of a multi-phase global real estate vision... ...-to-end process of creating resilient, high-design retreats in remote and coastal... ...professional, comfortable working with ultra-high-net-worth individuals. Responsibilities include...High net worthRemote work
- ...a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: Analyze, review and compile tax return data. Prepare federal...High net worthFull timeWork at officeLocal area
$76k - $125.3k
...plenty of support designed with your own personal skills and experience. EY is a dynamic... ...to income tax planning and advising of high net worth individuals and families, allowing you... ...with people from all backgrounds, from executives and entrepreneurs to investors and families...High net worthWork experience placementSummer holidayLocal areaFlexible hours- ...Job Description Job Description We are a 25-person CPA firm that is looking to add a Tax Manager to their team. This is a hybrid... ...a diverse client base including closely held businesses, high-net-worth individuals, and real estate clients. Seeking someone with real...High net worthWork at officeFlexible hours
- ...strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship... ...prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and...High net worth
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