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
Must be bi lingual (Spanish and English) 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.
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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 $100,000+, 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
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Sales Executive - Personal Lines HNW • Gaithersburg, MD
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