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High Net Worth Insurance Agent Jobs (NOW HIRING)

High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice in Dallas. This role is designed for ...

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High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice in Kohala Coast, HI. This role is designed for ...

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High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice in Boston, MA. This role is designed for ...

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High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice in Beverly Hills. This role is designed for ...

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High-Net Worth Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach ...

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122K - $160K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

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High Net Worth Insurance Agent information

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$25K

$65K

$121.5K

How much do high net worth insurance agent jobs pay per year?

As of Sep 12, 2026, the average yearly pay for high net worth insurance agent in the United States is $65,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $77,000.00 per year, depending on experience, location, and employer.

What is a high net worth insurance agent?

A High Net Worth Insurance Agent is a specialized insurance professional who works with clients possessing significant assets and wealth. They provide tailored insurance solutions that address the complex needs of affluent individuals and families, such as coverage for luxury homes, valuable collectibles, high-end vehicles, and liability risks. These agents have expertise in risk management and often work closely with other advisors, like financial planners and attorneys, to ensure comprehensive protection for their clients’ wealth.

How does a high net worth insurance agent collaborate with underwriters and risk managers to tailor coverage for affluent clients?

High Net Worth Insurance Agents work closely with specialized underwriters and risk managers to design customized insurance solutions that address the unique and complex needs of affluent clients. This collaboration often involves detailed risk assessments, on-site evaluations of valuable assets, and discussions about unique exposures such as art collections, luxury homes, and custom vehicles. Agents act as liaisons, ensuring that all parties communicate effectively to provide comprehensive coverage, manage claims efficiently, and proactively address emerging risks. By maintaining strong relationships with underwriters and risk management teams, agents can offer clients superior service and more flexible policy options.

What are the key skills and qualifications needed to thrive as a high net worth insurance agent, and why are they important?

To thrive as a High Net Worth Insurance Agent, you need deep knowledge of insurance products, risk assessment, and financial planning, typically supported by relevant licensing (such as a state insurance license) and experience in personal lines or wealth management. Familiarity with client management systems, underwriting software, and sometimes certifications like Certified Insurance Counselor (CIC) or Chartered Private Risk and Insurance Advisor (CPRIA) is important. Exceptional relationship-building, discretion, and strong communication skills set top performers apart in this role. These skills are critical for providing tailored solutions, maintaining client trust, and managing the complex needs of affluent individuals.

What is the difference between High Net Worth Insurance Agent vs Commercial Insurance Agent?

AspectHigh Net Worth Insurance AgentCommercial Insurance Agent
CredentialsLicenses in personal lines, specialized knowledge in high-value assetsLicenses in commercial lines, expertise in business policies
Work EnvironmentPrivate client meetings, personalized serviceBusiness client consultations, risk assessment for companies
Employer & IndustryInsurance agencies serving wealthy individualsInsurance agencies serving businesses and organizations

High Net Worth Insurance Agents focus on providing personalized coverage for wealthy individuals' assets, while Commercial Insurance Agents specialize in insuring businesses. Both roles require specific licenses and industry knowledge, but their client base and work environment differ significantly.

What cities are hiring for High Net Worth Insurance Agent jobs?

Cities with the most High Net Worth Insurance Agent job openings:

What are popular job titles related to High Net Worth Insurance Agent jobs?

For High Net Worth Insurance Agent jobs, the most frequently searched job titles are:

High-Net-Worth Insurance Producer - Connecticut

Litchfield, CT • On-site

Wheeler & Taylor Inc.
Insurance Services • 11 - 50 employees

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago


Job description

High-Net-Worth Insurance Producer

Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice. This role is designed for experienced producers who already understand how to build and manage a book of business and are looking for a stronger platform to scale further.

We are not a training organization or entry-level environment. We are focused on established professionals who are actively producing and want expanded carrier access, stronger support, and a more efficient path to growth.

Responsibilities
  • Develop and maintain a pipeline of new Personal Lines and High-Net-Worth business
  • Build and expand relationships with affluent clients, centers of influence, and referral partners
  • Conduct consultative, needs-based discussions to identify risk exposures and coverage solutions
  • Present tailored insurance strategies clearly and confidently to clients
  • Collaborate with internal service teams and carrier partners on placement and program design
  • Maintain and grow an existing book of high-value personal insurance accountsStay current on market conditions, products, and coverage trends impacting high-net-worth clients
  • Meet or exceed established production and growth expectations
Qualifications
  • Active experience producing Personal Lines and/or High-Net-Worth insurance business
  • Demonstrated ability to generate and sustain a profitable book of business
  • Strong relationship-building and client advisory skills
  • Clear, confident communication and presentation abilities
  • Self-directed, performance-driven mindset
  • Proven experience in insurance, financial services, or related sales environments
  • Ability to manage priorities independently in a production-focused role
What We Offer
  • Access to strong carrier relationships and expanded high-net-worth market placement opportunities
  • A respected, established agency platform with growing specialization in affluent personal lines
  • Dedicated support resources allowing producers to focus on production and client relationships
  • Competitive compensation structure directly tied to production and book growth
  • Long-term platform for experienced producers seeking scale, stability, and higher earning potential
Benefits

We believe exceptional producers deserve exceptional support, both professionally and personally. As part of the Wheeler & Taylor team, you'll have access to a comprehensive benefits package, including:

  • Competitive compensation with significant growth potential
  • 401(k) retirement plan
  • 401(k) company matching
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Flexible Spending Account (FSA)
  • Employee Assistance Program (EAP)
  • Paid time off
  • Paid parental leave
  • Flexible scheduling options
  • Professional development assistance
  • Employee referral program
  • Long-term career growth with one of America's leading independent insurance agencies
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