Leavitt Group
Personal Risk Advisor
Clinton, MS · Staff+
Sponsorship not specifiedDetected 95 days ago
SalesforceCRMSalesAccount ManagementCollaborationMentoringMicrosoft TeamsUnderwritingProperty & Casualty
About the role
- Are you passionate about helping people protect what matters most?
- Do you thrive in a consultative sales environment and want to make a meaningful difference in clients' lives?
- If so, the Personal Risk Advisor role may be the perfect fit.
Responsibilities
- You'll develop long-term client relationships, assess personal risks, and recommend strategies that provide clarity, confidence, and peace of mind.
- Expert Support Staff and mentorship programs
- Design customized insurance portfolios tailored to each client's needs and lifestyle.
- Build and maintain long-term, trust-based relationships with individuals and families.
- Generate leads and referrals through networking, community involvement, and client relationships.
- Partner with account managers who handle servicing, endorsements, billing questions, and policy changes.
- Coordinate with team leaders and carrier reps for market access, quoting, and underwriting support.
- We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers.
Requirements
- Active Property & Casualty license (or ability to obtain within 90 days)
- Strong interpersonal skills, emotional intelligence, and the ability to build trust quickly
- Consultative, solution-based sales approach
- Proficient in technology tools such as Microsoft Teams, Salesforce, or equivalent CRM systems
- Ability to manage time independently and maintain an organized pipeline
- We invest in our producers' growth and success through a competitive compensation structure:
- Uncapped commissions on new and renewing accounts
- Incentive trips and recognition programs
- Sales competitions with rewards and agency-wide visibility
Nice to have
- Outside B2C or B2B sales experience preferred but not required
- Experience in personal lines insurance preferred but not required
Compensation
- Conduct proactive annual reviews to ensure appropriate coverage and retention.
Benefits
- Medical, Dental, and Vision Insurance
- HSA and FSA with employer contributions
- Company-paid life and short-term disability
- Optional long-term disability and supplemental life insurance
- Wellness program and employee assistance resources
- Supported by a dedicated account management team, your focus will remain on sales, education, and client success.
Company info
- We believe in lightening the load and lifting the spirit-for our clients, our community, and our team.
- Our culture is rooted in empathy, simplicity, and joyful service-and we show up consistently for each other and our community.
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This listing is sourced directly from Leavitt Group's careers page and normalized into a canonical job model.