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Private Client Risk Advisors/Personal Lines Producer

L5

acg resources adams consulting groupSan Diego, CAtoday

$60 K-$125 K

Occupations

Insurance Sales AgentsPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents

Industries

Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Property and Casualty Insurance Carriers
Personal Lines Risk Advisor (Producer)ACG Resources is representing one of Southern California's premier independent insurance brokerages in the search for a Personal Lines Risk Advisor (Producer). Our client has built an outstanding reputation for delivering concierge-level service and sophisticated insurance solutions to high-net-worth individuals, families, and successful professionals. As the firm continues to grow, they are looking to add entrepreneurial advisors who enjoy building lasting client relationships while helping individuals protect their homes, automobiles, valuables, and other personal assets. This opportunity offers the stability and resources of an established independent brokerage combined with the flexibility, autonomy, and earning potential of a producer role. Whether you're an experienced Personal Lines Producer with an existing book of business or a relationship-focused advisor looking to elevate your career, this organization provides exceptional support, marketing resources, and unlimited income potential.
Position Summary: The Personal Lines Risk Advisor is responsible for developing new client relationships, identifying personal insurance exposures, and delivering customized insurance and risk management solutions. This individual serves as a trusted advisor to affluent individuals and families while partnering with internal service teams to ensure exceptional client service and long-term account retention.
Responsibilities:
  • Develop new Personal Lines business through networking, referrals, and relationship building
  • Build relationships with high-net-worth individuals, families, and professional referral sources
  • Conduct comprehensive personal insurance reviews and identify coverage gaps
  • Recommend customized insurance and risk management solutions
  • Present proposals and guide clients through coverage recommendations
  • Collaborate with account management teams during implementation and renewal
  • Cross-sell additional agency products and services
  • Cultivate relationships with attorneys, CPAs, wealth managers, mortgage professionals, and other Centers of Influence
  • Maintain accurate client documentation within the agency management system
  • Achieve established production and business development goals
  • Participate in networking, community, and professional events that generate new business opportunities
Qualifications:
  • Personal Lines or Property & Casualty insurance sales experience
  • Active Property & Casualty Insurance License (California preferred)
  • Proven success generating new business and developing client relationships
  • Strong consultative sales and communication skills
  • Professional, client-focused approach
  • Self-starter with an entrepreneurial mindset
  • Bachelor's Degree preferred
Compensation & Benefits:
  • Competitive base salary ($60K-$125K+ depending on experience and production)
  • Uncapped commission structure
  • Performance bonus opportunities
  • Flexible compensation packages for experienced producers with transferable books of business
  • Comprehensive benefits package
  • Long-term ownership opportunities
  • Award-winning workplace culture
  • Professional development and ongoing mentorship
  • Why Consider This Opportunity?
  • Join one of the nation's most respected independent insurance brokerages
  • Serve an established high-net-worth client base
  • Entrepreneurial culture with significant autonomy
  • Strong operational and marketing support
  • Excellent carrier relationships and market access
  • Unlimited earning potential
  • Long-term career advancement and ownership opportunities
  • Collaborative leadership team committed to employee successACG Resources
  • If you're interested in learning more about this confidential opportunity, we'd welcome the opportunity to speak with you.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$60 K-$125 K

Location

San Diego, CA

Occupation

Insurance Sales Agents

Industry

Insurance Agencies and Brokerages

Posted

today

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