Private Client Advisor

Serve as the primary trusted advisor for a portfolio of high net worth and ultra-high net worth individuals, families, and family offices. Manage and grow this book of business through consultative risk assessment, customized program design, proactive coverage reviews, and exceptional client service. Meet established sales quotas on monthly, quarterly, and annual bases while utilizing Trucordia's sales tools to execute cold calls, in-person appointments, and prospect presentations to close new business. Act as a subject matter expert in chosen areas of focus such as high-value homes, collections, luxury automobiles, excess liability, yachts, and aviation risks. Collaborate with carriers, underwriters, and wealth management professionals to deliver comprehensive solutions, ensuring high renewal rates and a concierge-level client experience. Requires a state-issued Property and Casualty Insurance Producer License, a 4-year degree, and 2-5 years in insurance sales.