Private Client Advisor

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

📋 Description

• Engaging with client exposures, loss histories, and existing coverage to propose the most suitable products and services tailored to their requirements

• Supplying clients with precise market data from trustworthy sources

• Delivering proactive, everyday client service

• Collecting vital information regarding risk management needs and financial loss tolerance

• Assessing and recommending a range of solutions to effectively manage clients’ risks

• Developing and presenting renewal proposals to current clients

• Conducting impactful annual Client Advisory reviews

• Negotiating with various insurance providers to present comprehensive coverage options

⛳️ Requirements

• Over 2 years of personal lines insurance experience with High Net Worth clients

• Property & Casualty (P&C) License

• A client-centered approach with a focus on managing expectations

• Willingness to travel for client and company meetings as necessary

• Bachelor’s degree preferred

• Professional certifications are an advantage, e.g., CPCU, CIC, CPRIA, etc.

🏝️ Benefits

• Generous time off, including personal days and volunteering opportunities

• Tuition reimbursement and chances for professional growth

• Programs that match charitable contributions

• Opportunities for stock purchases