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Personal Insurance Advisor Jobs (NOW HIRING)

Leavitt Group

Personal Risk Advisor

Clinton, MS · On-site

Our Personal Risk Advisors serve as a trusted insurance expert for individuals and families-offering tailored personal insurance solutions and proactive guidance. You'll develop long-term client ...

Desjardins Group

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...

Elizabeth Rook Insurance

Insurance Advisor

Covington, TN · On-site

$35K - $50K/yr

As an Insurance Advisor, you will be responsible for providing exceptional customer service to our ... vacation and personal/sick days) • Positive work environment with a supportive team and ...

Elizabeth Rook Insurance

Insurance Advisor

Covington, TN · On-site

$35K - $50K/yr

As an Insurance Advisor, you will be responsible for providing exceptional customer service to our ... vacation and personal/sick days) • Positive work environment with a supportive team and ...

Leavitt Group

Personal Lines Risk Advisor

Jefferson, NC · On-site

At Leavitt Elite Insurance Advisors (LEIA), we believe peace of mind comes from achieving your ... SUMMARY The Personal Lines Risk Advisor performs duties independently with minimal supervision and ...

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Personal Insurance Advisor information

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$35.5K

$53.8K

$71.5K

How much do personal insurance advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for personal insurance advisor in the United States is $53,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $60,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Personal Insurance Advisor, and why are they important?

To thrive as a Personal Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and relevant regulatory knowledge, typically supported by a high school diploma or bachelor's degree and state licensure. Familiarity with insurance management software (like Applied Epic or Vertafore), CRM systems, and relevant certifications such as Certified Insurance Service Representative (CISR) are common requirements. Strong interpersonal skills, active listening, and problem-solving abilities help build trust and effectively address client needs. These skills are crucial for providing tailored coverage solutions, ensuring customer satisfaction, and maintaining regulatory compliance in a competitive industry.

How does a Personal Insurance Advisor typically collaborate with underwriters and claims specialists?

Personal Insurance Advisors regularly work with underwriters to ensure that clients receive accurate quotes and appropriate coverage based on their specific needs and risk profiles. They also serve as a liaison between clients and claims specialists, helping to clarify policy details and assist clients throughout the claims process. This collaborative approach helps advisors provide comprehensive support, resolve client issues efficiently, and maintain strong relationships within the insurance team.

What does a Personal Insurance Advisor do?

A Personal Insurance Advisor helps individuals assess their insurance needs and recommends appropriate insurance products, such as auto, home, health, or life insurance. They explain policy options, answer questions about coverage, and assist clients in choosing the best plans to protect their assets and financial well-being. Personal Insurance Advisors also help with policy renewals, claims processes, and updating coverage as clients' needs change over time.
More about Personal Insurance Advisor jobs
Who are the top companies hiring for Personal Insurance Advisor jobs? The top employers for Personal Insurance Advisor jobs are:
What states have the most Personal Insurance Advisor jobs? States with the most job openings for Personal Insurance Advisor jobs include:
What job categories do people searching Personal Insurance Advisor jobs look for? The top searched job categories for Personal Insurance Advisor jobs are:
Personal Insurance Advisor jobs near you
Infographic showing various Personal Insurance Advisor job openings in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $53,750 per year, or $25.8 per hour.

Personal Risk Advisor

USI Holdings Corporation

Dallas, TX • On-site

Full-time

Posted 13 days ago

Job description

Description and Requirements
General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
Job Description
  • Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
  • Attract new clients to Private Risk that meet the minimum client profile standards.
  • Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
  • Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
  • Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
  • Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
  • Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
  • Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
  • Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
  • expertise is maintained at the highest levels.
  • Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
  • Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities:
  • 5+ years of High Net Worth sales experience
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent presentation skills
  • Solid conflict resolution capabilities
  • Microsoft Office program proficiency
  • Ability to work effectively in a team environment where strong independent thinking skills are important
  • Ability to delegate effectively
  • Established network of COI's and a proven track record of sales success
  • Must possess a current P&C License

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Premier Sales Rewards, Industry-Leading Programs, and RecognitionIn addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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