Personal Risk Advisor

Personal Risk Advisor Leavitt Group - 3.5 Clinton, MS Job Details Full-time 2 days ago Benefits Wellness program Health savings account Disability insurance Health insurance Dental insurance Flexible spending account Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Deal closing Sales proposal development Customer relationship building Client onboarding B2C Lead generation Mid-level Property & Casualty License Cross-selling Salesforce Cloud Property casualty insurance B2B Microsoft Teams Sales pipeline management CRM system proficiency Achieving sales targets Insurance sales Consultative selling B2C business model Full Job Description 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.