Private Wealth Advisor (Private Client - Personal Strategy) - Atlanta …
EmpowerSalary not specified
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Maintains all licenses as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)
- Self-starter with the ability to influence others through effective verbal and written presentation skills
- Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint, and the ability to learn any other appropriate insurance company and firm software programs
- Demonstrates core values, exuding behavior that is aligned with corporate culture
Responsibilities
- Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding
- Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner
- Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale
- Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts
- Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail
- Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved
- Positively represents the firm in the community and with our insurance company partners
- Performs other functions as assigned by leadership
- Looks for opportunities to improve the firm, business segment, and processes
- Brings issues and discrepancies to the attention of appropriate leadership
- Is expected to meet monthly new business goals
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Advisor - Private Risk position?
This information is not specified in the job description.
Is this a remote position or is there a required location?
This information is not specified in the job description.
What skills are required for this advisor role?
Candidates need to maintain required insurance licenses (or obtain them within 90 days), possess strong verbal and written presentation skills as a self-starter, have intermediate to advanced knowledge of Microsoft Office tools like Word, Excel, Publisher, and PowerPoint, and demonstrate core values aligned with corporate culture.
What is the company culture like for this role?
The role requires demonstrating core values and exuding behavior aligned with corporate culture, with an emphasis on positively representing the firm in the community.
What makes a strong candidate for this advisor position?
A strong candidate is a self-starter with insurance licenses (or willingness to obtain them quickly), excellent presentation and organizational skills, proficiency in Microsoft Office, and alignment with the firm's core values, plus the drive to meet monthly new business goals through networking and relationship-building.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
Related Jobs
RemoteRemoteSenior Risk Analyst - Enterprise Risk Management
DeelSalary not specified
Full Time
Senior (5 to 8 years)
RemoteTax Specialist - High Net Worth Clients
EmpowerSalary not specified
RemoteSenior Enterprise Risk Management Specialist
Spring HealthSalary not specified
RemotePersonal Lines Sales Agent
StavvySalary not specified
- Full Time
- Mid-level (3 to 4 years), Senior (5 to 8 years)
RemoteLead Advisor, Wealth Management
WealthsimpleSalary not specified
- Full Time
- Expert & Leadership (9+ years)
RemoteAdvisory Solutions Consultant
SailPointSalary not specified
- Full Time
- Senior (5 to 8 years)
RemoteInsurance Sales Representative
Kin InsuranceSalary not specified