Job Description
Description and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary focus for business development, this role is also expected to establish additional sources of clients. Primary Responsibilities: Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly. Achieve new business sales goals on an annualized basis based on our target market. To achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage®. Successfully penetrate assigned prospect targets utilizing USI's Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market. Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis. Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace. The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value-added service that is provided to the clients of the center of influence. Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff. Establish a relationship as a trusted partner and advisor to clients and prospects. Develop and support cross-selling strategies for exis