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Sales Executive - Private ClientWorld Insurance Associates LLC • Dallas, Texas, United States
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Sales Executive - Private Client

World Insurance Associates LLC
  • US
    Dallas, Texas, United States
  • US
    Dallas, Texas, United States
Jetzt Bewerben

Über

Private Client Sales Executive (Client Advisor) 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. World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families, focusing on high-net-worth households.
In this role 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, you will also 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
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 Client Advisor your compensation is tied to your effort and your performance. You will receive 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 Work’s 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.
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  • Dallas, Texas, United States

Sprachkenntnisse

  • English
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