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Personal Risk Advisor

Leavitt GroupLeavitt Group·Insurance

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~7 min

Ashby

Posted

59 days

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About the role

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.

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Aplyr's read

Leavitt Group is a prominent national insurance brokerage known for its comprehensive services and diverse roles in risk management and insurance solutions.

Synthesized from recent postings & public sources

What's promising

  • Leavitt Group offers a wide range of roles, indicating diverse career paths.
  • The company has a strong national presence, providing stability and growth opportunities.
  • Focus on both individual and business insurance solutions broadens professional exposure.

What to watch

  • Limited public information about company culture and work-life balance.
  • Potentially high-pressure environment due to the nature of the insurance industry.
  • May require relocation for certain roles given its national scope.

Why Leavitt Group

  • Leavitt Group's extensive role offerings in employee benefits highlight specialization.
  • The company combines personal and commercial insurance, offering diverse client interactions.
  • Focus on risk management services differentiates it from standard insurance brokers.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Leavitt Group

Leavitt Group is a national insurance brokerage that provides a wide range of insurance and risk management services to individuals and businesses.

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