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Private Client Insurance Jobs in Raleigh, NC (NOW HIRING)

CapLeo Global

Insurance Specialist

Chapel Hill, NC · On-site

... the client. The Insurance Specialist position works in all areas of billing and reimbursement from private dental insurance companies as well as Managed Care companies. This position requires ...

Global Pharma Tek

Insurance Specialist

Chapel Hill, NC · On-site

... the client. The Insurance Specialist position works in all areas of billing and reimbursement from private dental insurance companies as well as Managed Care companies. This position requires ...

SIA Group

Insurance Sales Agent

Raleigh, NC · On-site +1

SIA Group is one of the largest privately owned full-service insurance agencies in the United ... At the same time, you'll develop lasting client relationships by helping people make informed ...

Ogan Hospitality

Client Relations Manager

Raleigh, NC · On-site

Sets up, assists with execution, and cleans up all private tastings. Works events on Saturdays as ... We also offer an excellent medical, dental, vision and life insurance benefit package including ...

Ogan Hospitality

Client Relations Manager

Raleigh, NC · On-site

... private tastings. • Works events on Saturdays as an Event Manager, Bartender, or Server ... We also offer an excellent medical, dental, vision and life insurance benefit package including ...

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All JobsPrivate Client Insurance JobsPrivate Client Insurance Jobs in Raleigh, NC

Private Client Insurance information

See Raleigh, NC salary details

$25.3K

$47.1K

$71K

How much do private client insurance jobs pay per year?

As of Aug 17, 2026, the average yearly pay for private client insurance in Raleigh, NC is $47,058.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $53,500.00 per year, depending on experience, location, and employer.

What is private client insurance?

Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.

What are some common challenges faced by professionals in private client insurance, and how can they be addressed?

Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.

What are the key skills and qualifications needed to thrive as a private client insurance advisor, and why are they important?

A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.

What is the difference between Private Client Insurance vs Commercial Insurance Broker?

AspectPrivate Client InsuranceCommercial Insurance Broker
CredentialsInsurance licenses, possibly specialized in high-net-worth policiesInsurance licenses, often with commercial lines certifications
Work EnvironmentHigh-net-worth individuals, private clients, luxury homes, personal assetsBusinesses, corporate clients, commercial properties, liability policies
Industry UsagePersonal insurance sector, wealth managementBusiness insurance sector, risk management
Search & Comparison IntentUnderstanding personal high-value coverage optionsComparing business risk policies and coverage

Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.

What are popular job titles related to Private Client Insurance jobs in Raleigh, NC?

For Private Client Insurance jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Private Client Insurance jobs in Raleigh, NC look for?

The top searched job categories for Private Client Insurance jobs in Raleigh, NC are:

Private Client Insurance jobs near you
Infographic showing various Private Client Insurance job openings in Raleigh, NC as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution, with an average salary of $47,058 per year, or $22.6 per hour.

U.S. Private Bank - Private Banker - Executive Director or Vice President (Raleigh, NC)

Fairygodboss

Raleigh, NC • On-site

$120 - $140/hr

Other

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

Job description

Overview

Private Banker In The U.S. Private Bank

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a private banker in the U.S. private bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
  • Six plus years of work experience in private banking or financial services
  • Bachelor's degree required
  • Series 7, 66 and insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate
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