Sales Executive - Private Client

Job Description

Job Description

World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K.
World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals.

Private Client Sales Executive (Client Advisor)
Position Overview
World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households.
You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs.
Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage.

Primary Responsibilities

• Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
• Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
• Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
• Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
• Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate

Qualifications

• Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
• Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner
• Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes
• Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business

Preferred, but Not Required

• Experience selling personal insurance through a top brokerage or private client group
• Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)
• Experience building and presenting professional client proposals or coverage presentations

Compensation
As a World Personal Lines Client Advisor, compensation is directly tied to your effort, performance, and book growth. We offer a base salary plus commissions, along with a comprehensive benefits package that includes a 401(k) with immediate vesting.

• Base salary range: $60,000 to $200,000+
• Base salary is determined by experience and revenue-driving capability
• Base salary increases as your book of business grows, with significant upside potential well beyond the stated range

Equal Employment Opportunity
World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship.

Notice to Executive Search Firms and Staffing Agencies
World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid.

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