Private Client Advisor

Job Description

Job Description

Description:

POSITION SUMMARY

The Private Client Advisor serves as the primary relationship manager for prospective clients referred to Brunswick Private Client through our network of trusted advisors and strategic partners.

This individual guides clients through Brunswick's proprietary risk assessment and advisory process, providing thoughtful education, personalized recommendations, and an exceptional client experience from introduction through implementation. Success in this role comes from building trust, communicating complex insurance concepts with confidence, and developing lasting relationships with both clients and referral partners.

KEY RESPONSIBILITIES

Client Advisory

• Lead consultative conversations with prospective high-net-worth clients to understand their insurance needs, risk exposures, and long-term objectives.

• Educate clients on coverage options and risk management strategies, empowering them to make informed decisions.

• Deliver personalized insurance recommendations in a clear, professional, and client-focused manner.

Relationship Management

• Serve as the primary point of contact for referred clients throughout the advisory process.

• Build and maintain strong relationships with financial advisors and other referral partners, becoming a trusted extension of their client service team.

• Deliver a concierge-level experience through proactive communication, responsiveness, and attention to detail.

Collaboration & Execution

• Partner closely with Brunswick's internal underwriting and service teams to ensure a seamless client experience.

• Coordinate the information necessary to develop comprehensive insurance recommendations.

• Manage multiple client engagements while maintaining accuracy, organization, and follow-through.

• Facilitate a smooth transition to the ongoing service team following implementation.

THE IDEAL CANDIDATE

We're looking for someone who is:

• Personable and naturally relationship-oriented.

• Consultative, never high-pressure.

• Highly organized and detail-oriented.

• A strong communicator who can simplify complex topics.

• Proactive, responsive, and dependable.

• Professional, polished, and confident working with affluent clientele.

• Passionate about delivering an exceptional client experience.

• Minimum of 10 years of experience in High-Net-Worth Personal Insurance.

• Valid P&C license

• Strong understanding of complex personal insurance coverages and risk management strategies.

• Demonstrated success working with affluent clients and trusted advisors.

• Exceptional communication, presentation, and interpersonal skills.

• Highly organized with outstanding project management and follow-up abilities.

• Comfortable working independently in a remote environment.