Client Advisor

Position Overview

World’s Producers are responsible for building relationships, generating new business, and closing personal lines insurance opportunities with individuals, families, and high-net-worth households. Leveraging World’s expansive platform, you’ll help clients protect their assets, lifestyles, and legacies while uncovering opportunities to deliver additional value through commercial insurance, employee benefits, retirement plans, payroll, and HR solutions. This is an entrepreneurial sales role for professionals who thrive on prospecting, cultivating trusted relationships, and winning new business.

Primary Responsibilities

• Identify, prospect, and cultivate new business opportunities, with an emphasis on Personal Lines and High-Net-Worth (HNW) accounts.
• Develop and execute effective sales strategies to move prospects through the sales pipeline and successfully close new business opportunities.
• Maintain accurate and up-to-date records within HubSpot and fully leverage the platform to manage opportunities, pipeline activity, and client relationships.
• Deliver comprehensive personal insurance and private client solutions by utilizing World’s broad portfolio of services, including homeowners, automobile, umbrella, valuable articles, excess liability, and specialty coverages.
• Build long-term client relationships by identifying cross-selling opportunities and introducing additional solutions that support clients’ evolving personal needs.
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and coordinating internal resources to develop customized insurance and risk management strategies and solutions.

Qualifications

• Proven success in business development, consultative sales, and delivering value-driven solutions.
• Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities.
• Experience advising individuals, families, high-net-worth clients on personal insurance and risk management strategies.
• Experience working within an insurance brokerage, personal lines agency, private client practice, or high-net-worth insurance environment is highly valued.
• Experience utilizing CRM platforms, preferably HubSpot, and insurance agency management systems such as AMS360, Applied Epic, or similar tools.
• Must obtain and maintain all required insurance licenses and regulatory requirements necessary to perform the responsibilities of the role.
• Self-motivated, results-oriented professional with the ability to manage complex sales cycles and cultivate long-term client relationships.
• Willingness to leverage World’s broad platform and collaborate with internal specialists to deliver comprehensive solutions that support clients’ evolving insurance, risk management, employee benefits, retirement and financial service needs.

Compensation & Benefits

At World Insurance, we believe high performance should be rewarded. As a Producer, you'll receive a competitive compensation package that includes a base salary, commission opportunities, and a comprehensive benefits program. Benefits include medical, dental, vision, as well as a 401(k) plan with immediate vesting. The anticipated base salary range for this position is $60,000 to $200,000+, determined by factors including geographic location, relevant experience, demonstrated sales success, and the ability to generate new business revenue. As you build your book of business, expand client relationships, and drive revenue growth, your earning potential can increase significantly, with the opportunity to exceed the stated salary range.

Equal Employment Opportunity

World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.