Sales Executive - Personal Lines/ High Net Worth
$80k - $200kWorld Insurance As
Overview 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. Insurance Sales Producer - Personal Lines Client Advisor 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. World provides 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); and 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 $80,000 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$60k - $200k
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a... ...America and the U.K. World specializes in personal and commercial insurance, surety and... ...commercial lines insurance, high net worth / private client, employee benefits,...High net worthBase plus commissionImmediate start$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- ...insurance, employee health & benefits, personal insurance, and private client insurance... ...Private Client Services Advisor on the Sales team, you'll develop relationships with... ...insurance needs. You'll continue to manage the executive-level client relationships while...High net worthFull timeTemporary workLocal areaFlexible hours
- ...upcoming openings. Submit now to be first in line. Departments Commercial Lines (includes, Surety, Condo & HOA) Personal Lines (includes High Net worth) Employee Benefits Overview Our... ...type Full-time Job function Sales and Business Development Industries Insurance...High net worthFull time
$80k - $200k
A leading financial services organization is seeking an Insurance Sales Producer to work with High-Net-Worth clients in Austin, Texas. This role involves identifying new business opportunities and leveraging a broad platform for risk management solutions. Candidates must...High net worth- Ernst & Young Oman is seeking a tax professional to prepare and review complex tax returns for high net-worth individuals in Austin, Texas. The role requires a Bachelor's degree in Accounting and progression towards a CPA license, along with at least 3 years of experience...High net worthFlexible hours
- ...seeking a Private Client Services Advisor to develop and manage executive-level client relationships. The ideal candidate will have over... ...years of experience in the insurance industry, strong consultative sales skills, and a bachelor's degree in a relevant field. This role...High net worthFlexible hours
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager to provide tax compliance services to high-net-worth clients. The role involves reviewing complex individual tax returns, income tax planning, and managing compliance for partnerships and S Corps. The position...High net worthRemote jobHourly paySeasonal work- ...Sales Development Representative (SDR) B2C Lead with purpose. Partner with impact.... ...by identifying, engaging, and qualifying high-net-worth consumer prospects seeking financial advice... ...credit, character, general reputation, personal characteristics, work habits,...High net worthLocal areaImmediate start
- ...Consideration resumes regularly and reach out for upcoming openings. Submit now to be first in line.Departments:Commercial Lines (includes, Surety, Condo & HOA) Personal Lines (includes High Net worth)Employee BenefitsOverviewOur Account Managers are trusted advisors ......High net worth
- ...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
$150k - $175k
Canadian Imperial Bank of Commerce is hiring a Relationship Manager in Austin, TX. This role focuses on managing high-net-worth client relationships, ensuring strong retention and revenue growth. The ideal candidate should bring over 8 years of wealth management experience...High net worth$115k - $145k
...leading recruiting firm in Austin, TX is seeking an experienced Audit Manager to manage audits for various business entities and high-net-worth clients. Candidates should have 5-7 years of accounting experience and ideally be CPA-eligible. The position offers a...High net worthFlexible hours$200k
...LLC is seeking a motivated Luxury Real Estate Agent to join a high-performing team in Austin, Texas. This role offers an exceptional... ...are met. Agents will work with premium properties and high-net-worth clients, leveraging exclusive listings and advanced marketing tools...High net worth- A prestigious financial advisory firm located in Austin, TX, is seeking a Senior Wealth Planner to advise ultra-high-net-worth clients on comprehensive financial strategies. In this role, you will develop tailored wealth plans, manage client relationships, and collaborate...High net worth
- ...tax practice. The ideal candidate will have over 15 years of public accounting experience and a proven track record working with high-net-worth clients. Key responsibilities include developing sophisticated tax strategies, overseeing practice leadership, and driving...High net worth
$240k - $280k
A leading Texas-based law firm is seeking a Wealth Preservation Associate Attorney in Austin. The ideal candidate will have 4-6 years of experience in trusts and estates, strong academic credentials, and an interest in wealth preservation. This position offers a competitive...High net worth- ...a Service Advisor in Austin, Texas, for a full-time role within wealth management. The advisor will be the primary contact for high-net-worth clients, managing relationships and supporting financial advisors to enhance service delivery. Candidates should have a minimum...High net worthFull time
- ...Private Wealth Strategist for Merrill Wealth Management in Texas. This role involves developing wealth transfer strategies for ultra-high net worth (UHNW) individuals and families, focusing on customized planning strategies and client relationships. Candidates should have at...High net worth
- ...certifications (Series 65, 7 or 66) and at least two years of experience in investment or portfolio management. The role involves proactive relationship development with high-net-worth clients. Hybrid work schedule is available. #J-18808-Ljbffr Corda-Investment-ManagementHigh net worthFull time
- ...in Austin or Dallas. The position is hybrid with 3 days in the office, focusing on building and maintaining relationships with high-net-worth clients. Responsibilities include providing investment guidance, collaborating with internal teams, and managing client interactions...High net worthWork at office
- ...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
$90 - $120 per hour
...thing they all have in common is they are high growth private companies. As many... ...plenty of support designed with your own personal skills and experience. EY is a dynamic place... ...tax returns, income tax planning of high‑net‑worth individuals and families, partnership tax...High net worthHourly paySeasonal workRemote workFlexible hours$140k - $200k
...Dallas, TX. The role offers a salary range of $140,000 - $200,000 per year and includes handling complex family law cases such as high-net-worth divorces, child custody, prenuptial agreements, and adoptions. The ideal candidate will have a Juris Doctorate, a minimum of 3...High net worthFlexible hours- CPS Inc. is seeking an experienced Tax Manager in Austin, TX, to lead client tax engagements with a focus on high-net-worth individuals. The ideal candidate will have in-depth knowledge of trusts, gift tax, estate tax issues, and family-limited partnerships. This challenging...High net worthRemote job
- ...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
- RODELL SEARCH is seeking a Senior Accountant for a high-net-worth family office in Austin, Texas. This role involves maintaining accurate financial records, handling specialized accounting for aviation and leasing, and supporting month-end close processes. The ideal candidate...High net worthWork at office
- RSM US LLP in Austin, Texas is seeking a Tax Manager to provide comprehensive tax services to ultra-high net worth families. You will manage tax engagements, advise clients on structuring and compliance, and lead a team while developing strong client relationships. The...High net worthWork at officeFlexible hours
- ...Wealth Services Associate. The ideal candidate will have at least one year of experience in sophisticated estate planning for high-net-worth individuals and trust administration. Responsibilities include drafting complex estate documents, managing trust and estate administrations...High net worthFull time
- ...Services Practice for its Austin office. The ideal candidate will have a minimum of one year’s experience in estate planning for high-net-worth individuals and families, and be organized and detail-oriented. Responsibilities include designing complex estate planning...High net worthFull timePrivate practiceWork at office
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