Talent.com
Personal Risk Advisor
Personal Risk AdvisorUSI Insurance Services • Portland, OR
Personal Risk Advisor

Personal Risk Advisor

USI Insurance Services • Portland, OR
30+ days ago
Job type
  • Full-time
Job description

General Description:

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.

Job Description

  • Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
  • Attract new clients to Private Risk that meet the minimum client profile standards.
  • Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
  • Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
  • Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
  • Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
  • Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
  • Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
  • Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
  • expertise is maintained at the highest levels.
  • Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
  • Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities:

  • 5+ years of High Net Worth sales experience
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent presentation skills
  • Solid conflict resolution capabilities
  • Microsoft Office program proficiency
  • Ability to work effectively in a team environment where strong independent thinking skills are important
  • Ability to delegate effectively
  • Established network of COI’s and a proven track record of sales success
  • Must possess a current P&C License
#LI-CT1
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Premier Sales Rewards, Industry-Leading Programs, and Recognition
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through , recognizing and rewarding our sales professionals for achieving superior results. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our for a complete list of industry awards and recognitions.

Create a job alert for this search

Personal Risk Advisor • Portland, OR

Similar jobs

Associate Wealth Advisor

Focus Financial PartnersPortland, OR, United States
Full-time

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.With more than tw...Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Tigard, OR

JPMorgan ChasePortland, OR, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more

 • Promoted

Financial Advisor

Cetera Financial GroupPortland, Oregon, US
Full-time

Financial Advisor — Step Into a Growing Practice.Scott Wealth Management | A Cetera Investors Practice| Tigard, OR.Apply fast, check the full description by scrolling below to find out the full req...Show more

 • Promoted • New!

Financial Advisor

Edward JonesPortland, OR, United States
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the...Show more

 • Promoted

Director of Cybersecurity and Privacy Risk Advisor

ConfidentialPortland, OR, United States
Full-time

Director of Cybersecurity and Privacy Risk Advisor.Prestigious international law firm.The Company is in search of a Director, Cybersecurity and Privacy Risk Advisor to spearhead the advancement of ...Show more

 • Promoted

H&M Sales Advisor

H&MHappy Valley, Oregon, United States
Full-time

Company DescriptionJob Description.As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products...Show more

 • Promoted

Partner, Senior Wealth Advisor (Hybrid - Portland)

Mercer AdvisorsPortland, OR, United States
Full-time

Partner, Senior Wealth Advisor (Hybrid - Portland).For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial plann...Show more

 • Promoted

Remote Healthcare Talent Advisor

MLee Healthcare Staffing and Recruiting, IncPortland, OR, United States
Remote
Full-time

Remote Healthcare Talent Advisor.Portland, OR $10,900 - $220,000 a year.Embark on a Rewarding Career as a Healthcare Talent Advisor Connect Purpose with Compensation from Anywhere.Imagine your next...Show more

 • Promoted

Large Loss Personal Property Claim Resolution Specialist

Liberty Mutual Insurance GroupVancouver, WA, United States
Full-time

Property Contents Claims Manager.In this role, you will manage, investigate, and resolve assigned Property Contents Claims that present high exposure or more complex under limited supervision.You w...Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Lake Oswego, OR

ChaseLake Oswego, OR, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • Promoted

Block Advisors - Tax Advisor

H&R BlockPortland, OR, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more

 • Promoted

Senior Private Client Advisor

Marsh & McLennanPortland, OR, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

 • Promoted

Personal Lines Account Manager

The Misch GroupTigard, Oregon, US
Full-time
Quick Apply

We are an independent insurance agency specializing in a broad range of insurance products in.Our solutions extend to individuals, families, and businesses.The Personal Lines Account Manager provid...Show more

Wealth Advisor- Portland/Lake Oswego

Carson Group Holdings, LLCPortland, OR, United States
Full-time

Wealth Advisor- Portland/Lake Oswego.Where integrity meets expertise in the world of wealth management.At Carson Wealth, our core values shape everything we do.We believe in doing the right thing, ...Show more

 • Promoted

Sales & Service Advisor

Big Brand Tire & ServicePortland, OR, US
Full-time

We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our customers and for each other.We offer the ki...Show more

Sales & Service Advisor

Trendsetters Truck & AutoPortland, OR, US
Full-time

We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our customers and for each other.We offer the ki...Show more

Wealth Advisor - Mechanics Bank

LPL FinancialLake Oswego, OR, United States
Full-time

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs.This exciting opportunity at Mechanics Bank invites you to join our emp...Show more

 • Promoted

Financial Advisor

Northwestern MutualLake Oswego, OR, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more