Sales Executive - Private Client

Primary Responsibilities

• Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
• Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
• Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
• Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
• Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate
• Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
• Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner
• Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes
• Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business

Compensation

• Base salary plus commissions
• A full suite of employee benefits, including a 401(k) match that is immediately fully vested
• The base salary range for this role is $60,000 to $200,000+

Equal Employment Opportunity

World is an equal opportunity employer committed to fostering a diverse and inclusive workplace.