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Financial Risk Specialist Jobs (NOW HIRING)

USI Insurance Services

Personal Risk Specialist

Dublin, OH · On-site

$93K/yr

Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on ... as lawyers, financial services professionals, realtors and other professionals that serve the ...

Apex Informatics

$91.10K/yr

Risk Specialist on W2 Location: 100% remote Duration: Long Term Must Have Technical Skills ... Experience with technology risk within Financial institutions * Microsoft Office Suite * Analytical ...

exogroup

Payment Risk Specialist

Barnegat, NJ · On-site

$104.70K/yr

This role involves collaborating closely with the card payments manager, payment providers specialist, finance, and customer support teams, as well as external partners such as card schemes, risk ...

Apex Informatics

Sr.Risk Specialist

$100.80K/yr

Risk Specialist on W2 Location: 100% remote Duration: Long Term Must Have Technical Skills ... Experience with technology risk within Financial institutions * Microsoft Office Suite * Analytical ...

USI Insurance Services

Personal Risk Specialist

Concord, CA · On-site

$108.10K/yr

Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on ... as lawyers, financial services professionals, realtors and other professionals that serve the ...

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$31.5K

$74.5K

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How much do financial risk specialist jobs pay per year?

As of May 28, 2026, the average yearly pay for financial risk specialist in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Risk Specialist, and why are they important?

To thrive as a Financial Risk Specialist, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree in finance, economics, or mathematics. Familiarity with risk assessment tools, statistical software (such as SAS or MATLAB), and professional certifications like FRM or CFA are typically required. Excellent problem-solving, attention to detail, and effective communication skills help you interpret data and collaborate with stakeholders. These competencies are crucial for accurately identifying, assessing, and mitigating financial risks to protect an organization’s assets and ensure regulatory compliance.

What are some common challenges Financial Risk Specialists face when working with cross-functional teams?

Financial Risk Specialists often collaborate with departments such as compliance, operations, and IT to assess and manage organizational risks. A common challenge is translating complex risk models and regulatory requirements into actionable steps that non-experts can understand and implement. Effective communication and adaptability are crucial, as priorities may shift quickly in response to emerging risks or regulatory changes. Building strong relationships across teams helps ensure risk controls are properly integrated into business processes.

What does a Financial Risk Specialist do?

A Financial Risk Specialist is responsible for identifying, analyzing, and mitigating risks that could impact a company's financial health. They assess potential threats related to market fluctuations, credit exposure, operational procedures, and regulatory compliance. Using quantitative models, they evaluate risk levels and recommend strategies to minimize losses. Their work helps organizations make informed decisions and maintain financial stability.

What is the difference between Financial Risk Specialist vs Credit Analyst?

AspectFinancial Risk SpecialistCredit Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like FRM or CFABachelor's degree in finance, accounting, or related; often CFA or similar certifications
Work EnvironmentFinancial institutions, consulting firms, risk management departmentsBanks, lending institutions, credit agencies
Employer & Industry UsageUsed across finance sectors focusing on risk assessment and mitigationPrimarily in banking and lending for credit evaluation

The main difference is that a Financial Risk Specialist focuses on identifying and managing overall financial risks within an organization, including market, credit, and operational risks. In contrast, a Credit Analyst primarily evaluates the creditworthiness of individual borrowers or companies to determine lending risk. Both roles require similar credentials and often work in related environments, but their focus areas differ significantly.

More about Financial Risk Specialist jobs
What cities are hiring for Financial Risk Specialist jobs? Cities with the most Financial Risk Specialist job openings:
What states have the most Financial Risk Specialist jobs? States with the most job openings for Financial Risk Specialist jobs include:
What job categories do people searching Financial Risk Specialist jobs look for? The top searched job categories for Financial Risk Specialist jobs are:
Financial Risk Specialist jobs near you
Infographic showing various Financial Risk Specialist job openings in the United States as of May 2026, with employment types broken down into 87% Full Time, 9% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $74,528 per year, or $35.8 per hour.
Personal Risk Specialist

Personal Risk Specialist

USI Insurance Services

Dublin, OH • On-site

$93K/yr

Other

This job post has expired today. Applications are no longer accepted.

USI Insurance Services rating

9.5

Company rating: 9.5 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

9th of 258 rated insurance

Job description

Personal Risk Specialist

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.

Responsibilities include:

  • Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
  • Achieve new business sales goals on an annualized basis based on our target market.
  • 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 the 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 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 confidence of Commercial Lines and Employee Benefits production staff.
  • Establish relationship as a trusted partner and advisor to clients and prospects.
  • Develop and support cross-selling strategies for existing clients, as well as new relationships.
  • Participate and, as necessary, lead meetings with existing and prospective clients.
  • Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.

Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.

Flexibility in schedule --requires some evening hours.

Knowledge, skills and abilities include:

  • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
  • Outstanding written and oral communication skills.
  • Must have personal lines insurance industry experience.
  • Ability to travel 50% or more of the time and meet with clients.
  • Good team work skills with an ability to work with minimum supervision.
  • Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals.
  • Good customer service skills that can be applied to the sales process.
  • Strong knowledge of carriers and personal insurance market place.
  • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
  • College degree preferred but high school diploma or graduate equivalent degree required.
  • Active property-casualty license required (or must be obtained within 60 days of hire).
  • Proficient in MS Office suite of products.

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