Private Client Advisor

This is a fully remote position, open to applicants in Nevada.

📋 Description

• Engage deeply with client exposures, loss history, and existing coverages to recommend the most suitable products and services tailored to their specific needs.

• Provide clients with precise market insights from trustworthy sources, enabling them to confidently navigate complex risks.

• Deliver proactive, everyday client service by anticipating client requirements and addressing inquiries or issues through in-person meetings, phone calls, or emails.

• Collect critical information regarding clients' risk management requirements and financial loss tolerance, then assess and propose a range of solutions to manage their risks effectively.

• Develop and present renewal proposals for current clients and conduct engaging annual Client Advisory reviews.

• Negotiate with various insurance providers to present comprehensive coverage options while ensuring adherence to industry laws and regulations.

⛳️ Requirements

• Minimum of 2 years of personal lines insurance experience working with High Net Worth clientele.

• Valid Property & Casualty (P&C) License.

• Strong client service orientation with a focus on managing expectations.

• Willingness to travel for client and company meetings as necessary.

🏝️ Benefits

• Generous time off, including personal and volunteering days.

• Tuition reimbursement and opportunities for professional development.

• Programs for matching charitable contributions.

• Opportunities to purchase company stock.