Sales Executive - Personal Lines / High Net Worth
$80k - $200kWorld Insurance As
Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. 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. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. Deep understanding of affluent clientele and their unique risk management needs. Ability to cultivate relationships and act as a trusted advisor to clients. Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. Active Property & Casualty insurance license required. Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions , along with a full suite of employee benefits, including an immediately vested 401(k) match . The base salary range for this role is $80,000 to $200,000+ , depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. #J-18808-Ljbffr World Insurance As
$80k - $200k
A leading insurance services organization in Farmingville is seeking a Personal Lines Private Client Advisor to manage relationships with high-net-worth individuals. This role involves providing tailored insurance solutions, with a competitive compensation structure including...High net worth$60k - $200k
...Private Client Sales Executive (Client Advisor) Position Overview... ...the U.K. World specializes in personal and commercial insurance, surety... ...solutions. As a Personal Lines Client Advisor, your primary... ...manage relationships with high-net-worth individuals and families, providing...High net worthBase plus commissionImmediate start- ...to delivering exceptional customer service. Responsibilities include gathering rates, assisting clients with renewals, and ensuring high-quality interactions with both clients and team members. If you thrive in a collaborative setting and are dedicated to ethical conduct...High net worth
- ...will be a service-oriented individual with high personal standards for ethical conduct and a... ...prepare new business proposals for personal lines prospects and assisting writing producer... ...of Personal Lines most notably high net worth homes. Knowledge of proposal building for...High net worth
- ...Job Description Job Description Personal Lines Account Manager / Team Manager role! Independent Retail Insurance Agency in Long Island... ...personal insurance ~ Experience with standard market and high net worth personal lines home, auto, umbrella coverages ~ Excellent...High net worth
- ...financial services firm is seeking Financial Advisors to engage with high-net-worth individuals, identify financial goals, and provide tailored... ...licenses and demonstrate experience in financial services or sales. The role emphasizes building client relationships and...High net worth
- ...digital ad products vastly increases revenue potential.Industry-high commission levels (discussed at the interview stage):Earning Potential... ...role offers a turnkey business opportunity to the right person looking for a position where they can work a business for themselves...For contractorsLocal areaImmediate startWork from homeHome officeFlexible hoursWeekend workAfternoon shift
- Morgan Stanley in the Town of Islip is seeking a highly motivated AVP to lead the strategic expansion of our Outsourced Chief Investment Officer (OCIO) services for international Ultra-High-Net-Worth clients. This role is crucial for enhancing cross-border coordination...High net worth
$150k - $200k
...experience within a public accounting firm. Bachelor’s degree in Accounting; CPA required. Strong proficiency in corporate, fiduciary, high-net-worth individual, and partnership taxation. Trust & estates experience a must. Local to Suffolk County, NY only. Compensation:...High net worthLocal area$80k - $120k
..., NY. The role involves maintaining financial records, assisting with financial reporting, and supporting tax compliance for a high-net-worth family. Candidates should have a Bachelor's in Accounting or Finance, and ideally be CPA certified, with over 4 years of experience...High net worthWork at office- ...achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is... ...plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan... ...stakeholders to facilitate smooth project execution and deliveryManagement & LeadershipDemonstrate...High net worthTemporary workWorldwide
- ...you are compassionate, dependable, and committed to delivering high-quality care, we welcome you to join a respected concierge home... ...experience preferred Key Responsibilities Assist clients with personal care and daily living activities Provide companionship and...Hourly payWeekly payImmediate start
$221 per day
...earning competitive pay. Responsibilities Assist clients with personal care needs Provide medication reminders Perform light... ...and client-provided meals so caregivers can focus on delivering high-quality care. Apply today and become part of the Affirmed Home...Daily paidFull timePart timeLive inImmediate startRelocation packageFlexible hoursWeekend work$60k - $75k
...Job Description Personal Lines Sales/Account Manager Job Summary Seeking a motivated and experienced Personal Lines Sales/Account Manager to join a growing team. This role is integral to the agency's success, as it continue to expand and provide exceptional...Work at office$142.1k - $236.8k
...on the analysis. Responsible for leading the development of sales strategies to grow client base. Promote and sell the full array... ...experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Proven track record...High net worthTemporary workWork experience placement- ...leading financial services company is seeking a Private Client Advisor to help clients with comprehensive financial planning and personalized investment solutions. The role requires strong relationship management skills and at least 2 years of experience in financial...
$100k - $120k
...fundraising strategy, cultivating high-level donor relationships, and... ...Do: Fundraising & Strategy Execution Develop and implement... ...major donors, including high-net-worth individuals, foundations, and corporations, through personalized engagement and stewardship....High net worthLocal area- .... A philosophy that balances personal lifestyles, perspectives and... ...services to institutional and ultra-high net worth clients. The OCIO Business... ...growth, managing the full sales lifecycle, and building strong... ...clientsDevelop and execute strategies to grow institutional...High net worthTemporary workWork at officeWorldwide
$75k - $150k
...and increasing the client base to increase profits in the Core Sales, Human Resource Services Sales or Major Market Sales organizations... ...makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share....Base plus commissionFull timeContract workPart timeInternshipLocal area$85k - $250k
...and increasing the client base to increase profits in the Core Sales, Human Resource Services Sales or Major Market Sales organizations... ...makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share....Base plus commissionFull timeContract workPart timeInternshipLocal area$55k - $140k
...pursue your passion and unleash your potential. Overview The Sales Representative sells Paychex solutions and support within... ...collaborate on best practices, and discuss opportunities to achieve personal and district sales quotas. Coordinate with HR Business...Base plus commissionFull timeContract workPart timeInternshipLocal area- ...Home Care Sales Executive Responsibilities: Drive referral growth by developing relationships with hospital discharge staff including social workers and RN case managers, area Rehabs and Physicians. Represent the agency at community and healthcare events Work...Base plus commissionTemporary work
$70k - $90k
...Driven. Coachable. Caring. Authentic. This is the DNA of a person who’d thrive as a Sales Representative at Victory. We believe that financial... ...people. THE PERSON Growth-oriented and coachable Highly entrepreneurial and motivated by success A master communicator...Base plus commissionFull timeFreelanceImmediate startRelocation package- ...following areas: Direct Marketing Promotions Advertising Sales Customer Relations We believe in cross training to provide... ...Development Requirements: Immediate availability High school diploma or equivalent Must be local to the area Must...Local areaImmediate start
$24.5 - $28 per hour
...From part-time roles to executive leadership positions,... ...membership with Teachers in person and virtually. The key... ...Education/Experience High School degree or GED... ...service, call center, sales and a minimum of two years... ...0.00 6 months ago High Net-Worth Wealth Advisor (...High net worthFull timePart timeWork experience placementWork at officeLocal areaImmediate start- WealthBridge Financial Group seeks motivated individuals as Financial Professionals in Hauppauge, NY. You will develop customized financial strategies and build lasting client relationships within a supportive network. We encourage an entrepreneurial mindset and strong ...High net worthFlexible hours
- ...Available Affirmed Home Care is currently hiring compassionate and dependable Certified Home Health Aides (CHHAs) to provide personalized, one-on-one care for private-pay clients throughout New York. We have multiple cases ready to be staffed and are seeking...Hourly payWeekly payCurrently hiringImmediate start
$19.65 per hour
...onboarding, and weekly pay, this is a great opportunity to join a supportive and professional team. What You’ll Do: Provide personal care assistance Support activities of daily living (ADLs) Offer medication reminders Assist with light housekeeping Prepare...Weekly payDaily paidImmediate startRelocation packageFlexible hours$69k
...Exceptional training with experienced managers. High-quality leads provided: no calling family... ...training. Outgoing and Friendly Personality: a positive and approachable demeanor.... ...to connect with others is crucial. Sales or customer service experience is advantageous...Remote jobFull timeWork from homeFlexible hours$72k - $130k
...Job Description $3,900 Sign-on Bonus* Sales Representative Power is where hustle meets... ...and mentorship The Qualifications Highly developed communication skills Ability... ...Year-round volunteer opportunities Personal development - We provide books, courses and...Hourly payWeekly payFull timeWork at officeImmediate startRelocationRelocation package
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