UNICO Group

Insurance

• The Personal Insurance Private Client Advisor is responsible for developing and implementing sales strategies to attract and retain high-net-worth clients.
• Drive growth by prospecting, qualifying, and closing new high-value accounts.
• Conduct comprehensive needs-based assessments to recommend appropriate insurance coverage.
• Present and explain options, benefits, and pricing for potential clients.
• Maintain accurate client records in the Agency Management System.

Personal Insurance – Private Client Advisor