Jobs at World Insurance Associates LLC

As a Sales Executive, you will identify and close new commercial clients, leveraging World’s solutions in insurance and risk management. Responsibilities include prospecting, engaging clients, and tracking sales activities using HubSpot.

Support cross-functional teams by extracting and analyzing large datasets, building dashboards and reports, monitoring KPIs, and recommending data-driven process improvements to optimize sales, carrier relations, and field operations.

The Sales Executive identifies and cultivates new commercial clients, utilizing insurance solutions and sales tactics to close deals and drive revenue.

The Senior Financial Advisor delivers financial planning and investment management services, focusing on high-net-worth clients and ensuring compliance with fiduciary standards while developing long-term client relationships.

Provide client-facing and administrative support for advisors: schedule and prepare client meetings, gather and analyze client data, maintain CRM and filings, process forms and checks, assist with billing and custodial downloads, and support portfolio administration and client communications.