Bachelor's degree in Business, Finance, or related field preferred.
5+ years of experience in financial services.
Proven experience in life insurance sales or related leadership roles.
Strong background in supporting advisor networks and driving product adoption.
Experience in developing and executing impactful sales strategies.
Demonstrated success in building relationships across various stakeholder groups.
Required licensing: Series 6, 63, 65 and Life & Health License OR Series 7, 66 and Life & Health License.
Responsibilities
Serve as the subject matter expert for life insurance products.
Partner with advisors to boost life insurance awareness and production.
Develop and execute national sales strategies using market data.
Provide training, coaching, and resources to advisor teams.
Deliver presentations and workshops to support growth initiatives.
Collaborate with teams to enhance sales effectiveness and advisor development.
Identify opportunities to scale life insurance education and resources.
Benefits
Fully remote leadership role with national influence.
Opportunity to drive life insurance strategy across a growing organization.
Highly visible position partnering with senior leaders and stakeholders.
Competitive compensation package with performance-based incentives.
Collaborative culture focused on delivering meaningful financial solutions.
Benefits include medical, dental, vision, LTD, 401K, and PTO.
Full Job Description
Director, Life Insurance Solutions
Location: Remote (U.S.)
Compensation: $110,000 - $150,000 Base + Variable Compensation
Key Responsibilities
Serve as the organization's subject matter expert for life insurance products and solutions.
Partner with advisors to increase life insurance awareness, adoption, and production.
Develop and execute national sales strategies utilizing market data and business intelligence.
Provide sales support, training, coaching, and educational resources to advisor teams.
Deliver presentations, workshops, and client-facing events to support growth initiatives.
Collaborate with product management, financial planning, and training teams to improve sales effectiveness and advisor development.
Build strong relationships with internal stakeholders, advisors, carriers, IMOs, and external business partners.
Identify opportunities to scale life insurance education, resources, and solution delivery.
Stay current on industry trends, regulatory changes, and product developments.
Provide strategic feedback to product management regarding market opportunities and advisor needs.
Ensure all sales and marketing activities comply with applicable industry regulations and company policies.
Qualifications
Education
Bachelor's degree in Business, Finance, or a related field preferred.
Experience
5+ years of experience within financial services.
Proven experience in life insurance sales, wholesaling, distribution, or related sales leadership roles.
Strong background supporting advisor networks and driving product adoption.
Experience developing and executing sales strategies that deliver measurable business results.
Demonstrated success building relationships across multiple stakeholder groups.
Licenses & Certifications
One of the following licensing combinations is required:
Series 6, 63, 65 and Life & Health License OR
Series 7, 66 and Life & Health License
Desired Skills
Deep knowledge of life insurance products, sales concepts, and industry regulations.
Outstanding communication, presentation, and public speaking skills.
Ability to engage and influence advisor audiences at all levels.
Strong relationship-building and consultative sales capabilities.
Analytical mindset with the ability to leverage market and production data.
Self-motivated professional who thrives in a remote environment.
Strong business development and strategic planning skills.
Fully remote leadership role with national influence.
Opportunity to drive life insurance strategy and advisor success across a growing organization.
Highly visible position partnering with senior leaders and key business stakeholders.
Competitive compensation package including performance-based incentives.
Collaborative culture focused on delivering meaningful financial solutions to clients.
Benefits include medical, dental, vision, LTD, 401K and PTO.
About Addison Group
Addison Group is a professional staffing and consulting firm that provides services in the areas of information technology, finance and accounting, healthcare, human resources, and administration. The company was founded in 1999 and is headquartered in Chicago, Illinois. Addison Group has over 2500 employees and operates in 22 locations across the United States. The company has been recognized as one of the fastest-growing private staffing firms in the United States by Inc. Magazine.
