Personal Risk Advisor - High Net Worth
$50k - $200kTrucordia Insurance Services, LLC
Job Description Reports To: VP of Sales/Market Leader Duties and Responsibilities: Meets established sales quotas on monthly, quarterly, and annual basis. Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business. Acts as subject matter expert to master chosen area of focus for highest probability of long-term success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform. Qualifications State‑issued Property and Casualty or Life and Health Insurance Producer License. 4‑year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study. 2–5 years in an insurance sales role. Proficiency with professional programs such as Microsoft Suite and Salesforce. Demonstrated skills in analytics and internal/external communication. Benefits Life Insurance and AD&D
FSA / HSA
Critical Illness Hospital Indemnity Supplemental Health Insurance EAP Pet Insurance 11 Paid Holidays Flexible PTO 401K The draw/salary range for this position is $50,000–$200,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue. This role includes commission-based earning tied to production results. Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer. Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department. #J-18808-Ljbffr Trucordia Insurance Services, LLC$160k - $185k
...collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and... ...Quantitative Analyst, Quantitative & Risk AnalyticsOur Quantitative and Risk... ...culture and reach your professional and personal potential!Our culture is shaped by the variety...PersonalHigh net worthFull timeLocal area$159k - $204k
...AIG, we are reimagining the way we help customers to manage risk. Join us as a AActuary & Director - PCS to take on key responsibilities... ...and own the manage the filings review process for our High-Net-Worth Personal Lines Program. You will also be involved in ad-hoc pricing...PersonalHigh net worthFull timeWork at office$67.5k - $110k
...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused... ...unique insurance needs of affluent/high net worth clients. In addition to cross-selling,... ...relationship as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift$85k - $95k
...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hours- ...leading professional services advisor to middle-market businesses... ...opportunities to grow, both personally and professionally, throughout... ...internally and externallyProven high level of business integrity,... ...consultative service to high-net-worth individuals and...PersonalHigh net worthWork at office
$100k
...Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will... ...differenceEngage with high-net-worth prospects to evaluate their personal financial situation and provide solutionsEducate prospective...PersonalHigh net worthWork at officeLocal areaRemote work- ...professional. Someone who is a hunter, enjoys building relationships, creates opportunities, and wants to develop a book of high-net-worth personal insurance business. If you are an entrepreneurial producer who wants to have a meaningful voice in shaping a new group,...PersonalHigh net worth
$100k - $150k
...reputation on deep industry expertise, a personalized approach, and a commitment to... ..., planning, and consulting services to high-net-worth individuals, families, and closely held... ...The ideal candidate will be a strategic advisor with strong technical expertise, leadership...PersonalHigh net worthFull timePrivate practiceLocal area3 days per week$146k - $200k
...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... ...current software toolsActs as a Career Advisor to associates and senior associatesSchedules...PersonalHigh net worthWork at office$133k - $166k
...probate administration, tax compliance, and high-net-worth client service. Job Functions:... .... Collaborate with IT, Security, and Risk teams to ensure compliance with data privacy... ...health and well-being benefits, personal and professional development, career growth...PersonalHigh net worthContract workPrivate practice- ...Join a diverse team helping high-profile clients understand, analyze... ...which focuses on ultra-high net worth individual, trust and estate... ...Offices Serve as the trusted advisor to ultra-high net worth... ...plans, and a robust suite of personal well-being benefits to support...PersonalHigh net worthPrivate practiceWork at officeLocal area
$130k - $170k
...our work consists of complex tax compliance and planning for High-Net-Worth Individuals. Our team of professionals works cooperatively to... ...provide our clients with the highest quality of service on a personal and responsive basis.We strive to keep a family-like culture...PersonalHigh net worthWork at officeRemote workFlexible hours2 days per week1 day per week- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workLocal area
- ...comprehensive wealth management plans for ultra high net worth individuals and families, as well as... ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... ...opportunities to grow professionally and personally, from our training and development opportunities...PersonalHigh net worth
- ...Client Services (PCS) team. In this highly visible leadership role, you will serve high-net-worth individuals, family business owners,... ...acuity to serve as a trusted, long-term advisor to clients navigating complex and often highly personal financial decisions.What You Will...PersonalHigh net worthFull timeFor contractorsLocal areaFlexible hours
$50k - $200k
...Description Job Description A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium volumes...PersonalHigh net worthPrivate practiceWork at office$110k - $180k
...work alongside some of New England’s most highly-skilled Trusts and Estates attorneys. The... ...experience working directly with high net-worth individuals and families and their advisors on designing and implementing personalized estate plans, and tax-efficient and estate...PersonalHigh net worthWork at officeRemote work- ...administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and... .... Interact with Investment sub-advisors to plan for cash and liquidity needs... ...Administration, Investment, Risk) as needed to effectively administer...PersonalHigh net worthFull time
$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management within... ...business decisionsTrustworthiness and personal integrity that is beyond reproachStrong... ...Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with...PersonalHigh net worthFull timeFlexible hours$225k - $250k
...of racial, ethnic, social, economic, religious, genders, and personal backgrounds. Therefore, we encourage talented individuals of... ...office. The ideal candidate will have experience representing high net worth individuals, trusts, partnerships, limited liability companies...PersonalHigh net worthWork experience placementPrivate practiceWork at office$240k - $280k
...services in relation to their needs Be viewed as trusted personal and business advisor by clients Direct multiple engagements which include... ...Demonstrated success providing consultative service to high-net-worth individuals and families Market leading technical expertise...PersonalHigh net worthFull timeWork at office- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workLocal area
$50 per hour
...that supporting your professional and personal goals is the best way to help our clients... ...to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible... ...and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions...PersonalHigh net worthFull timeWork at officeLocal area3 days per week$250k - $300k
...of racial, ethnic, social, economic, religious, genders, and personal backgrounds. Therefore, we encourage talented individuals of... ...ideal candidate will have experience in estate planning for high net worth clients, representing individuals, trusts, partnerships, limited...PersonalHigh net worthWork experience placementPrivate practiceWork at office- ...Private Client, you will nurture and develop high-net-worth client relationships by earning their... ...they receive an exceptional and personalized experience that exceeds expectations. Collaborate... ...and expertise. Uphold a strong risk and controls environment by adhering to...PersonalHigh net worthTemporary workWork at officeImmediate start
- ...strategy investment firm seeking a family office CFO to manage personal financial affairs. Industry Financial Services... ...with a deep understanding of partnership accounting, K-1s, and high-net-worth tax planning. The role demands experience with multiple investment...PersonalHigh net worthWork at office
- ...thought leadership across various donor segments, including high-net-worth individuals, strategic foundations, and institutions. This role... ...for those with 8 years' in fundraising and a strong personal track record. The role requires a candidate with deep analytical...PersonalHigh net worth
- A financial services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial reporting, coordinating with various professionals, and managing client service staff. Candidates...PersonalHigh net worthWork at office
$90k - $120k
...collaboration thrives, and personal growth is encouraged.... ...Join us in working on high-profile projects that... ...programs to assisting high-net-worth individuals in... ......As a Private Client Advisor , you’ll be an ambassador... ...and mitigate operational risks. Collaborate with Relationship...PersonalHigh net worthWork at officeFlexible hours$137.4k - $240.4k
...new client base. You’ll work with ultra high net worth(UHNW) individuals, families and... ...You’ll cultivate internal and external personal and professional networks to identify new... ...clients (new and existing), and professional advisors.You understand this is an all-...PersonalHigh net worthFull timeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Risk Advisor - High Net Worth. Be the first to apply!
- third party risk analyst Boston, MA
- senior quantitative risk analyst Boston, MA
- it risk analyst Boston, MA
- operational risk consultant Boston, MA
- risk officer Boston, MA
- risk analyst Boston, MA
- operational risk specialist Boston, MA
- risk consultant Boston, MA
- personal computer support technician Boston, MA
- personal injury legal assistant Boston, MA


