Personal Risk Advisor

Reposted 12 Days Ago
Be an Early Applicant
Clinton, MS, USA
Hybrid
Entry level
Insurance
The Role
The Personal Risk Advisor develops client relationships, assesses personal risks, recommends tailored insurance solutions, and boosts sales through networking and community involvement.
Summary Generated by Built In

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.

Our Personal Risk Advisors serve as a trusted insurance expert for individuals and families—offering tailored personal insurance solutions and proactive guidance. You’ll develop long-term client relationships, assess personal risks, and recommend strategies that provide clarity, confidence, and peace of mind. Supported by a dedicated account management team, your focus will remain on sales, education, and client success.

We believe in lightening the load and lifting the spirit—for our clients, our community, and our team.

Big Compensation

We make a significant investment into each of our risk advisors by offering:

  • Uncapped Commission on new and renewing accounts

  • Performance-Based Incentive Trips (e.g., 2024 Ireland, 2025 Danube River Cruise)

  • Competitive Subsidies aligned with your experience and success

  • Rewarded Sales Competitions

  • Expert Support Staff and mentorship programs

Personal Risk Consultation
  • Conduct comprehensive personal risk assessments with new and existing clients.

  • Uncover exposures in home, auto, umbrella, valuable items, rental properties, and recreational vehicles.

  • Design customized insurance portfolios tailored to each client’s needs and lifestyle.

Client Relationship Development
  • Build and maintain long-term, trust-based relationships with individuals and families.

  • Serve as a resource before, during, and after major life events (new home, new driver, marriage, etc.).

  • Conduct proactive annual reviews to ensure appropriate coverage and retention.

New Business Production
  • Generate leads and referrals through networking, community involvement, and client relationships.

  • Present insurance proposals, close new business, and follow through on new client onboarding.

  • Meet or exceed production goals for new business written, cross-sales, and account rounding.

Team Collaboration
  • 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.

  • Participate in ongoing training, sales meetings, and mentorship programs.

Qualifications
  • Outside B2C or B2B sales experience preferred but not required

  • Experience in personal lines insurance preferred but not required

  • 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

Compensation and Benefits

We invest in our producers’ growth and success through a competitive compensation structure:

Commission & Incentives
  • Uncapped commissions on new and renewing accounts

  • Incentive trips and recognition programs

  • Sales competitions with rewards and agency-wide visibility

Full Benefits Package
  • Medical, Dental, and Vision Insurance

  • HSA and FSA with employer contributions

  • 401(k) with employer matching

  • Company-paid life and short-term disability

  • Optional long-term disability and supplemental life insurance

  • Wellness program and employee assistance resources

About Pyron Group

Pyron Group is more than an insurance agency—we’re a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service—and we show up consistently for each other and our community.

Skills Required

  • 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
  • Outside B2C or B2B sales experience preferred but not required
  • Experience in personal lines insurance preferred but not required
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The Company
HQ: Cedar City, UT
943 Employees
Year Founded: 1952

What We Do

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

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