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Sales Executive - Private Client

World Insurance As
  • US
    Woodbridge, Virginia, United States
  • US
    Woodbridge, Virginia, United States

Über

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.
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 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.
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  • Woodbridge, Virginia, United States

Sprachkenntnisse

  • English
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