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
- A leading insurance brokerage in Denver is seeking an experienced Personal Lines Account Executive for their Private Client Group. The role involves managing high net worth accounts, marketing new accounts and renewals, and providing subject matter expertise. Ideal candidates...High net worth
- ...broker in Denver seeks an experienced Personal Lines Account Executive for their Private Client Group. Your... ...subject matter expertise on high net worth accounts as well as coordinating marketing... ...marketing, getting involved in the sales process, and so on. Skills & Experience...High net worth
$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$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates... ...U.K. World specializes in personal and commercial insurance,... ...solutions. World's Personal Lines Sales Advisors serve as... ...relationships, with an emphasis on high-net-worth households. You will work...High net worthBase plus commissionImmediate start- ...management firm is seeking an Account Executive/Broker Specialist I for their... ...client relationships, and managing personal insurance programs. The ideal candidate... ...have at least 3 years of experience in high-net worth personal lines insurance and possess a valid P&C license...High net worthRemote work
- ...insurance brokerage is looking for a qualified candidate to manage high net worth and affluent client accounts in Denver, Colorado. This role... .... The ideal candidate should have extensive experience in personal lines property and casualty insurance and effective communication...High net worth
- EPIC Insurance Brokers & Consultants is hiring a Personal Lines Client Insurance Coordinator to oversee insurance matters for high-net-worth clients. This role involves maintaining insurance records, managing claims, and ensuring proper documentation across all policy types...High net worthRemote job
- ...hiring two Account Managers to join our Personal Lines department. These positions are open to... ...established books of business and delivering a high‑touch, proactive client experience.... ...supporting either a private client/high‑net‑worth portfolio or a well‑established personal...High net worthWork at officeLocal areaFlexible hours
$70k - $80k
Job Title: Insurance Producer, Personal Lines Salary: $70,000-$80,000 + Commission on New and... ...Insurance, Relationship-Building, Consultative Sales, Client Management About the Insurance... ...book of business working with high-net-worth and middle-market personal lines clients...High net worth$60k - $200k
A leading financial services organization is seeking an Insurance Sales Producer - Personal Lines Client Advisor to identify and cultivate new business opportunities. The role focuses on providing a broad platform of insurance solutions while tracking sales activities using...High net worth- ...Wealth Strategist/ Client Development Sales Executive page is loaded## Sr. Wealth Strategist... ...client base.* You’ll work with ultra high net worth(UHNW) individuals, families and businesses... ...’ll cultivate internal and external personal and professional networks to identify...High net worthLocal areaFlexible hours
$200k
...outwardly advertised) About the Company Our client is a boutique, growth-oriented independent agency serving commercial and high-net-worth personal lines clients across Colorado's mountain and Front Range markets, Wyoming, and Montana. Founded and led by a hands‑on...High net worthFor contractorsRemote work$67.5k - $125.8k
...Sales And Risk Consultant Our not-so-secret... ...America, we combine the personalized service model of a... ...Business Development Executives (BDEs) and Client Advisors... ...experience with high-net-worth clients essential ~... ...licensed and HNW personal lines insurance experience...High net worthMinimum wageContract workLocal areaFlexible hoursNight shift$90 - $120 per hour
EY is hiring a Seasonal Tax Manager for their Private Client Services team in Denver, Colorado, focusing on tax planning for high-net-worth individuals. This remote position requires a valid US CPA license and a Bachelor's degree in Accounting or Finance. Candidates should...High net worthRemote jobHourly paySeasonal work- ...Competitive base + overtime pay + annual bonus About the Opportunity A highly respected boutique CPA firm headquartered in Denver is seeking... .... The ideal candidate will have deep experience in high-net-worth individual, trust, and estate taxation , along with a hands-on...High net worthFull timeRemote work
$80k - $90k
...seeking a talented Inside Sales Representative with... ...and independent execution to generate sales to meet... ...preferences to provide personalized service and product recommendations... ...the luxury goods or high-end retail industry.... ...trust with high-net-worth individuals....High net worthWork at office$85k - $125k
...Underwriter to manage client relationships and build a profitable Private Client business. This position requires at least 3 years of personal insurance underwriting experience, strong analytical skills, and the ability to provide exceptional customer service. The role...Flexible hours$130k - $170k
...are looking for a Tax Manager for our Denver office to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely held businesses, providing advanced tax planning, compliance, and advisory services in a fast...High net worth$110k - $124k
...leading wealth management firm is seeking a Tax Manager to lead a team, prepare complex tax returns, and ensure compliance for high-net-worth clients. This role offers the chance to guide and mentor associates while engaging in in-depth tax research. With a strong emphasis...High net worthRemote work$70k - $130k
...Client Executive As a Client Executive in the Private Client Group, you'll build strong relationships with high-net-worth clients, deliver proactive risk consultation, and ensure exceptional service throughout the client journey. You'll manage a book of business, lead...High net worthWork at office$85k - $125k
...service experience for our retail partners Execute on the national marketing strategy to... ...and experience Minimum 3 years of Personal insurance underwriting experience required... ...Demonstrated proficiency in customer service, sales and marketing Proven organization...Private practiceWorldwideFlexible hours$90k - $95k
...A wealth management firm is seeking a Senior Tax Associate to support high-net-worth clients. Responsibilities include preparing tax returns, developing estimates, and direct client communication. This role offers a collaborative culture and strong support for CPA/EA...High net worthRemote work- ...A reputable CPA firm is seeking a Tax Manager or Senior Tax Manager. This fully remote role focuses on high-net-worth taxation and offers competitive compensation, flexible hours, and opportunities for advancement. Ideal candidates will have significant public accounting...High net worthRemote workFlexible hours
- ...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
- A boutique CPA firm in Greenwood Village is seeking a Tax Manager, Senior Tax Manager, or Tax Director with a focus on high-net-worth individuals. This role offers a hybrid schedule, competitive compensation, and emphasizes client communication and mentoring. Ideal candidates...High net worth
- ...culture. Candidates should have over 8 years of public accounting tax experience, strong planning skills, and experience with high-net-worth individuals. This position allows for significant career potential and competitive compensation. #J-18808-Ljbffr Solid Rock Recruiting...High net worth
- ...Significant knowledge of taxation related to personal income, estate and gift tax and wealth... ...and working together to serve our high net worth clients with timely responses to their... ...and maintaining client relationships Executive presence and ability to act as primary...High net worthWork at office
- ...Firm in growth mode with significant new client demand High flexibility and work-life balance Leadership opportunity in... ...review and planning experience ~ Background working with high-net-worth individuals, trusts, or estates ~ CPA preferred To discuss...High net worth
- ...financial institution in Denver seeks a Sr. Wealth Strategist to cultivate relationships with ultra-high net worth clients. The role requires expertise in wealth management and sales, with responsibilities including developing strategies for client acquisitions and managing...High net worth
- ...brokerage firm in Denver is seeking a skilled insurance professional to manage high-net-worth and affluent clients. The ideal candidate will have at least 8 years of experience in personal lines property and casualty insurance, and possess strong communication skills....High net worth
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