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High Net Worth Insurance Sales Representative Jobs

The Jonus Group

Personal Lines Account Manager

Dallas, TX · On-site

$44K - $60K/yr

The ideal candidate will have a strong background in high-net-worth insurance, excellent client relationship skills, and the ability to work collaboratively in a team-oriented environment. This is a ...

Cohen & Co.

Tax Manager, High Net Worth

Buffalo, NY · On-site

$85K - $155K/yr

As a Manager on our High Net Worth Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your ...

Plantemoran

Tax Manager- High Net Worth

Wakefield, NY · On-site

$114K - $150K/yr

Contribute to business expansion efforts, including proposal development and sales calls ... Highlights include health, dental, vision, disability, and life insurance. In addition to this ...

Bakertilly

High Net Worth Tax Principal

Chicago, IL

$128K - $162K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

San Diego, CA · On-site

$132K - $167K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

Huntingdon Valley, PA · On-site

$122K - $155K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Baker Tilly

High Net Worth Tax Principal

Los Angeles, CA · On-site

$134K - $170K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

Philadelphia, PA · On-site

$126K - $159K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Frazier & Deeter

Tax Manager, High Net Worth

Columbia, MD · Hybrid

$110K - $144K/yr

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...

Frazier & Deeter

Tax Manager, High Net Worth

Towson, MD · Hybrid

$106K - $139K/yr

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...

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High Net Worth Insurance Sales Representative information

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

As of Sep 15, 2026, the average yearly pay for high net worth insurance sales representative in the United States is $66,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $83,000.00 per year, depending on experience, location, and employer.

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

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

Infographic showing various High Net Worth Insurance Sales Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $66,888 per year, or $32.2 per hour.

Tax Senior Manager - High-net-worth

Dallas, TX • On-site

Bennett Thrasher
Accounting Services • 201 - 500 employees
Learn more about Bennett Thrasherexternal

Other

Posted 6 days ago

Job description

Description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. 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 and preserve their wealth.

Position Overview

As a Tax Senior Manager on our personal financial services team, you will help drive strategy, mentor and coach team members, manage engagements, and client communications.

Key Responsibilities
  • Client relationship management – help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
  • Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
  • Innovation and process improvement – help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.
Qualifications And Requirements
  • Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
  • Minimum of 5+ years of experience in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
  • Entrepreneurial mindset – driven to help build, grow, and lead the practice.
  • Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
  • Excellent communication/interpersonal skills and a client-centric mindset.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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