Position Overview
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 $60,000 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.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first.
Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions
#LI-CM1
Sales Executive - Personal Lines / High Net Worth • Philadelphia, PA
Enterprise Sales Account Executive, State (Virginia).Verkada is transforming how organizations protect their people and places with an integrated, AI-powered platform.A leader in cloud physical sec... Mostrar más
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Mostrar más
Entry Level 360°Recruitment Consultant - Tenth Revolution Group.Location: Onsite in Center City Philadelphia.Are you a competitive individual who is looking for a role where you can directly impact... Mostrar más
The Sales Executive is responsible for driving revenue growth and profitability by developing new business opportunities while expanding and retaining existing customer accounts.This role builds st... Mostrar más
Top-tier provider of connectivity & infrastructure solutions.Information Technology and Services.The Company is in search of a Senior Vice President of Sales to spearhead its national sales growth ... Mostrar más
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.Our worldw... Mostrar más
Create the future of e-health together with us by becoming a Regional Sales Executive.At CompuGroup Medical we have the mission of building ground-breaking solutions for digital healthcare.Our visi... Mostrar más
Recognized as a top place to work (.Philly Top 100 company…a multi-year Inc 5000 award winner)…and an A+ BBB rating, ReminderMedia is a leading marketing services provider that has helped over 100K... Mostrar más
Remote Sales Executive PennsylvaniaWould you like to join a fast-growing company recognized as one of the Star Tribune's Top Workplaces in 2023 and 2024, and honored by USA Today as a Top Workplace... Mostrar más
Sr Sales Executive - Enterprise - Southern NJ/Philly.Berlin Heights, New Jersey; Philadelphia, Pennsylvania.Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying... Mostrar más
LHH Recruitment Solutions, a division of the Adecco Group, is the world's leading HR Solutions provider and the 7th best workplace in the world.We are an industry leader in temporary and permanent ... Mostrar más
Territory Sales Executive Northeast (Capital Equipment).Join a rapidly growing company in the capital equipment space as it expands across the Northeast Territory.This is an opportunity to own and... Mostrar más
Domestic LTL/FTL Sales Executive.Domestic LTL/FTL Sales Executive Salary - $65k to $95k - Commensurate with experience.Sorry, visa/sponsorship is not available.Our client, a global leader in logist... Mostrar más
Remote Sales Representative For Starlink And Connectivity Solutions.InstallPros USA is a national technology installation company helping homes and businesses get fast, reliable connectivity where ... Mostrar más
The ideal candidate is a self-starter with a hunter mentality, skilled in building new business, managing key accounts, and driving consistent revenue growth.This role is ideal for someone who is f... Mostrar más
Our technology powers the world's economy and our teams bring innovation to life.We champion diversity to deliver the best products and solutions for our colleagues, clients and communities.If you'... Mostrar más
Salespeople wanted for a phone room- 10-6pm phone sales, opening new accounts by introducing the company and offering a product special in silver.We sell investors precious metals, rare coins and r... Mostrar más
K Minimum Earnings A True Six-Figure Trajectory from Day One.Warm, Pre-Qualified Leads No chasing bad prospects.The Best Commission Structure in the Industry.Double Commissions on rehash leads.Ne... Mostrar más
Secure new business by selling Regulated Medical Waste, and Compliance service solutions.Responsible for growing revenue and profitability in assigned geographic area by selling Regulated Medical W... Mostrar más
Business Development Executive.At Encore, Business Development Executives sit at the front of our growth engine.They are experienced B2B sales hunters who create their own opportunities, build thei... Mostrar más
