Insurance Specialist

Experienced, entrepreneurial insurance professional to partner with wealth advisors to identify opportunities, structure insurance solutions and execute business. This individual will serve as a dedicated insurance resource to our wealth advisors, partnering with them to identify, develop and execute insurance opportunities within their client relationships. The specialist will bring deep product knowledge, planning expertise and a consultative approach to delivering insurance solutions as part of a comprehensive and integrated wealth management strategy.

The ideal candidate is a proven insurance professional who enjoys collaborating with wealth advisors and building relationships. This is an opportunity to leverage an established national advisor network, a substantial wealth management client base and a growing insurance platform.

Advisor Partnership & Business Development

• Develop strong working relationships with wealth advisors across the organization, serving as their primary insurance subject matter expert and business development partner.
• Proactively identify insurance opportunities within existing client relationships, including protection, estate planning, wealth transfer, business succession, and retirement income strategies.
• Partner with advisors to develop and execute insurance recommendations.
• Participate in client meetings alongside advisors to provide technical expertise, present recommendations, and help close business.
• Help advisors incorporate insurance discussions into their ongoing financial planning and client review processes through education and training.

Insurance Planning & Solution Development  

• Evaluate client needs and develop appropriate insurance recommendations, including:
  • Life insurance: term, whole life, universal life, indexed universal life, and variable universal life.
  • Long-term care and hybrid life/LTC solutions.
  • Disability income and business protection insurance.
  • Advanced estate planning and wealth transfer strategies.
  • Business succession, key-person insurance, and executive benefits.
• Collaborate with financial planning, tax, estate planning, and investment teams to deliver coordinated client solutions.
• Evaluate existing insurance portfolios and identify opportunities for policy optimization, replacement where suitable, and improved coverage.
• Work with external insurance carriers, BGAs, and other strategic partners to access competitive products and underwriting solutions.

Case Management & Execution  

• Manage insurance opportunities from initial discovery through recommendation, application, underwriting, policy issuance, and placement.
• Coordinate with internal support teams and external partners to ensure an efficient and positive client experience.
• Assist advisors with complex underwriting situations, product illustrations, and policy design.
• Ensure appropriate documentation, suitability reviews, disclosures, and compliance procedures are followed.
• Maintain accurate pipeline reporting, case status, and revenue forecasts within the firm’s CRM.

Advisor Education & Platform Growth  

• Conduct advisor training sessions on insurance planning strategies, product applications, and identifying client opportunities.
• Develop tools, case studies, and educational materials to help advisors confidently identify and introduce insurance solutions.
• Contribute to the continued development of a scalable, integrated insurance offering.

• 7+ years of experience in life insurance sales, advanced insurance planning, or insurance distribution.
• Demonstrated track record of generating insurance revenue and successfully closing complex insurance cases.
• Strong technical knowledge of permanent life insurance, long-term care, and advanced planning applications.
• Active state life and health insurance licenses, with the ability to obtain additional state licenses as required.
• Strong communication, presentation, and relationship management skills.
• Ability to operate independently and manage multiple opportunities across a geographically dispersed advisor network.

Preferred  

• Experience serving high-net-worth and ultra-high-net-worth clients.
• Familiarity with estate planning, irrevocable life insurance trusts, premium financing, business succession, and advanced insurance strategies.
• Professional designations such as CLU, ChFC, CFP, or equivalent.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.  

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