Personal Risk Advisor​

Posted 3 Days Ago
Be an Early Applicant
Kalamazoo, MI
In-Office
Mid level
Fintech • Software • Financial Services
The Role
As a Personal Risk Advisor, you will assess individual risk profiles, recommend tailored insurance solutions, and maintain client relationships while staying updated on industry trends.
Summary Generated by Built In
Join Us as a Personal Risk Advisor – Protect What Matters Most

Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you’ll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind.

What You’ll Do:

🛡 Assess Individual Risk Profiles – Evaluate clients' personal risk exposure related to health, property, life, and liability.
📋 Recommend Tailored Insurance Solutions – Offer customized coverage plans that align with each client’s lifestyle, financial situation, and risk tolerance.
💬 Build Lasting Client Relationships – Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies.
🤝 Collaborate with Underwriters & Carriers – Work with insurance partners to secure optimal coverage terms and pricing.
📊 Stay Ahead of Industry Trends – Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice.

Who You Are:

✔ Experienced in personal lines insurance or risk advisory
✔ Strong communicator and empathetic listener
✔ Detail-oriented with a consultative sales approach
✔ Skilled in evaluating risk and offering proactive protection strategies
✔ Familiar with insurance products, policies, and CRM tools

Why This Role Stands Out:

✅ Help clients feel confident and secure in their coverage decisions
✅ Be a valued partner in times of need and protection planning
✅ Work in a supportive, people-first culture with growth opportunities
✅ Make a tangible impact in people’s lives

🔒 Be the Advisor Who Protects What People Value Most

As a Personal Risk Advisor, you’re not just selling insurance—you’re providing protection, reassurance, and expert guidance.

👉 Apply now and start making a difference in personal risk management.

Top Skills

Crm Tools
Insurance Policies
Insurance Products
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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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