3+ years in insurance sales or planning with proven leadership.
Active life and health insurance license; property and casualty preferred.
Preferred designations: CLU, ChFC; CFP a plus.
Deep knowledge of life, disability income, and long-term care insurance products.
Experience with insurance planning in a wealth management or financial planning context.
Responsibilities
Conduct client needs analyses and policy reviews to identify suitable solutions.
Design and deliver insurance strategies within comprehensive financial plans.
Drive revenue growth through new client acquisition and cross-selling existing clients.
Build and lead the insurance department, including hiring and mentoring staff.
Track and report on performance metrics and client retention.
Benefits
Comprehensive health, dental, life, and disability insurance.
401(k) plan with company matching contributions.
Generous paid time off policy.
Performance-based incentive compensation alongside a competitive base salary.
Collaborative firm environment with access to leadership and meaningful participation in decision-making.
Full Job Description
Conduct client needs analyses, policy reviews, and carrier and product comparisons to identify the most suitable solutions.
Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors.
Drive insurance department revenue growth through new client acquisition, cross-selling within the firm's existing client base, and expansion of product and service offerings.
Build and lead the insurance department, including hiring, training, and mentoring staff as the practice grows.
Track and report on department performance, production metrics, and client retention.
Requirements
3+ years of experience in insurance sales or planning, with a proven track record building or leading an insurance practice or department.
Active life and health insurance license required; property and casualty license preferred.
CLU, ChFC, or similar insurance-focused designation preferred; CFP a plus.
Deep knowledge of life, disability income, and long-term care insurance products and underwriting.
Experience integrating insurance planning within a wealth management or financial planning practice strongly preferred.
Benefits
Comprehensive health, dental, life, and short and long term disability insurance.
401(k) with company match.
Generous paid time off.
Competitive base salary plus performance based incentive compensation.
A small, collaborative firm environment with direct access to leadership and a real seat at the table.
