Sales Executive - Personal Lines/ High Net Worth
$60k - $200kWorld Insurance As
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. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Sales 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 It is meaningful, but not mandatory, if you have: 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 presentation Compensation As a World Personal Lines Sales 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. #J-18808-Ljbffr World Insurance As
$60k - $200k
...Denver, CO is seeking a Private Client Sales Executive to serve affluent individuals and... ...candidate will identify and cultivate new personal lines opportunities, providing tailored... ...include building relationships with high-net-worth clients and utilizing HubSpot for sales...High net worth$60k - $200k
Insurance Sales Producer - Commercial Lines Client Advisor World Insurance Associates... ....K. World specializes in personal and commercial insurance,... ...bonding, employee and executive benefits, investment advisory... ...lines insurance, high net worth/private client, employee...High net worthBase plus commissionImmediate start$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$137.4k - $240.4k
...oversee new client development, solutions sales strategy, and execution of our goals‑driven approach to... ...base. You’ll work with ultra high net worth (UHNW) individuals, families and businesses... ...’ll cultivate internal and external personal and professional networks to...High net worthLocal areaWorldwideFlexible hours$85k - $95k
...mergers and acquisitions. Summary We are seeking a Senior Account Manager experienced in servicing high-net-worth accounts to join our growing Personal Lines team! As a Senior Account Manager, your primary responsibilities will be servicing and maintaining existing...High net worthWork at officeLocal area3 days per week$67.5k - $125.8k
...different and how you can thrive as a Sales and Risk Consultant at Marsh... ...with Business Development Executives (BDEs) and Client Advisors (... ...Risk Consultant experience with high-net-worth clients essential P&C licensed and HNW personal lines insurance experience necessary...High net worthMinimum wageContract workFlexible hoursNight shift- ...Services team. This role entails supervising a dynamic team, ensuring tax compliance, and delivering proactive insights for ultra-high net worth individuals. The ideal candidate must have a Bachelor’s Degree in Accounting, a minimum of 10 years of progressive tax...High net worthRemote job
$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- ...TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in... ...who are comfortable managing an established book of high-net-worth clients and delivering a high‑touch, proactive client experience...High net worthFull timeWork at officeLocal areaFlexible hours
$52.6k - $98k
.... With offices across North America, we combine the personalized service model of a local consultant with the global... ...record includes these skills: ~2 + years' personal lines insurance experience with high net worth clientele ~ Property & Casualty (P&C) License ~...High net worthMinimum wageLocal areaNight shift$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- ...professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients.... ...: Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance...High net worthWork at officeWeekend workAfternoon shift
$200k - $300k
...their best selves. Our goal is to balance high development with high performance in... ...compliance and planning services to high-net-worth individual clients and privately held businesses... ...knowledge sufficient to sell and execute engagements in multiple industries...High net worthImmediate startFlexible hours- ...as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices,not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also...High net worthLocal area
- ...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...High net worth
$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- ...based in Highlands Ranch, Colorado, is looking for a qualified advisor to provide comprehensive wealth management services to high net worth clients. The role requires a Bachelor's degree, CFP designation, and at least 2 years of relevant experience. Candidates should...High net worth
- ...unique investment needs. Successful candidates will benefit from a comprehensive Total Rewards Program, including competitive compensation and various family support benefits. Join a dynamic team where you can thrive professionally and personally. #J-18808-Ljbffr Us BankHigh net worth
- ...environment that values exceptional client service and technical excellence. Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively...High net worthRemote jobPrivate practiceLocal area
- ...Responsibilities: Manage and grow an existing client base Build and maintain long-term relationships with high-net-worth clients Develop personalized financial strategies Identify opportunities to expand client relationships Focus on higher-value advisory...High net worthRemote workFlexible hours
- ...future direction, growth, and service offering. High-Impact Work: Partner directly with high-net-worth individuals, multi-generational families, and complex... ...growth, and a role that values both expertise and personal balance - this could be your next move. All...High net worthFlexible hours
- ...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
- ...Officer to manage and grow complex trust relationships. You will ensure adherence to compliance and assist with estate planning for high-net-worth clients. The ideal candidate has a Juris Doctor (JD) or CTFA, with at least 7-10 years of relevant experience in trust...High net worth
$145k - $175k
...clients. Ideal candidates should have 8+ years of tax preparation experience and a CPA license. Responsibilities include managing high-net-worth clients' tax returns, mentoring team members, and contributing to business development. Competitive compensation ranges from $1...High net worth- Cocpa is seeking a high-performing Accounting Manager in Denver to work closely with high-net-worth clients including professional athletes and entrepreneurs. This role includes advising clients on tax strategies, preparing budgets, and providing financial support while...High net worth
- ...This hybrid role requires managing tax compliance and strategy across various entities, with a focus on partnerships, trusts, and high-net-worth individuals. The ideal candidate will have over 5 years of tax experience, strong knowledge of partnership and trust taxation,...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
- Mercer Advisors is seeking a Relationship Manager in Denver, Colorado. This role involves managing relationships with ultra-high-net-worth (UHNW) clients, ensuring world-class service and identifying growth opportunities. Candidates should have a strong background in finance...High net worth
$124k - $155k
...a Portfolio Manager for Private Asset Management in Denver, Colorado. The role involves managing high net worth clients' investment portfolios and providing personalized advice. Candidates should have a minimum of 5 years in wealth management and a preferred university...High net worth$60k - $70k
...national investment advisory firm is seeking a Wealth Management Associate for its Denver office. This hybrid role involves servicing high net worth clients, supporting Wealth Advisors, and conducting financial planning activities. Candidates should possess excellent...High net worthWork at office
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