Sales Executive - Private Client

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

About the role

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. With access to industry-leading resources, market expertise, and a broad portfolio of solutions, you'll have the opportunity to build a substantial personal lines book of business, maximize your earning potential, and make a meaningful impact on your clients’ financial security and lifestyle protection.

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.

Requirements

• 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, and 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.

Pay

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.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with immediate vesting