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

Sorren, Inc.

Assurance Senior Associate

Raleigh, NC · On-site

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Comprehensive medical, dental, and vision coverage, plus life and disability insurance * 401(k) ...

Sorren, Inc.

Assurance Senior Associate

Raleigh, NC · On-site

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Comprehensive medical, dental, and vision coverage, plus life and disability insurance * 401(k) ...

Sorren, Inc.

Assurance Manager

Raleigh, NC · On-site

$108K - $130K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Comprehensive medical, dental, and vision coverage, plus life and disability insurance * 401(k) ...

Sorren, Inc.

Assurance Manager

Raleigh, NC · On-site

$108K - $130K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Comprehensive medical, dental, and vision coverage, plus life and disability insurance * 401(k) ...

SPECTRAFORCE

Director, Client Strategy

Raleigh, NC

Privately and diversity-owned, we're among the fastest-growing firms in the US, on a short-range ... A comprehensive suite of health, dental, vision, and other insurances * 401(k) plans with employer ...

Varsity Tutors

Insurance License Tutor

Chapel Hill, NC · Remote

$28 - $40/hr

Emphasizes distinguishing between similar policy types and connecting insurance principles to client needs assessment. * Curriculum Awareness & Adaptive Instruction: Familiar with insurance licensing ...

Varsity Tutors

Insurance License Tutor

Durham, NC · Remote

$28 - $40/hr

Emphasizes distinguishing between similar policy types and connecting insurance principles to client needs assessment. * Curriculum Awareness & Adaptive Instruction: Familiar with insurance licensing ...

Varsity Tutors

Insurance License Tutor

Raleigh, NC · Remote

$28 - $40/hr

Emphasizes distinguishing between similar policy types and connecting insurance principles to client needs assessment. * Curriculum Awareness & Adaptive Instruction: Familiar with insurance licensing ...

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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 Jul 13, 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 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 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 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
U.S. Private Bank - Private Banker - Executive Director or Vice President (Raleigh, NC)

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

JPMorgan Chase & Co

Raleigh, NC

Full-time

Medical, Retirement

Re-posted 28 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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