Job DescriptionThis is more than a sales role, it's an opportunity to shape how advisors integrate life, long-term care, and disability insurance into holistic financial planning for their clients.
In this role, you'll partner with advisors across the firm to unlock new revenue opportunities, strengthen client outcomes, and position risk management as a core pillar of wealth management. If you thrive in a fast-paced, collaborative environment and are passionate about translating insurance expertise into meaningful client solutions, we want to hear from you.
This is a hybrid role.
What You'll Do:- Drive Advisor Adoption & Growth
- Lead the expansion of life, LTC, and disability solutions by helping advisors confidently integrate insurance into client strategies and planning conversations.
- Deliver High-Value Case Design
- Analyze existing policies, identify gaps, and design tailored insurance solutions that align with client needs and long-term financial goals.
- Be a Trusted Advisor to Advisors
- Provide actionable guidance, illustrations, and insights that help advisors position insurance effectively with clients.
- Elevate Advisor Capability
- Deliver engaging training sessions at conferences and regional events, helping advisors build confidence and deepen product knowledge.
- Collaborate Across the Firm
- Partner with Regional Growth Teams, Advanced Planning, Community Leaders, and Nelson Financial Group (NFG) to drive coordinated sales strategies and better client outcomes.
- Strengthen IMO and Carrier Partnerships
- Work closely with insurance carriers to enhance product utilization, streamline case execution, and improve advisor experience.
- Support Sales Execution
- Provide tools, marketing resources, and responsive support to move cases forward from initial concept through implementation.
What You Need to Have: - Active State Insurance License (required)
- Series 6 or 7 (required)
- ~10+ years of relevant sales experience
- Bachelor's degree (preferred) or equivalent industry experience
- Professional designations such as CLU, ChFC, or CFP (preferred)
- Proven success in insurance sales and advisor engagement, with the ability to influence outcomes and drive adoption
- Deep expertise in life, long-term care, and disability insurance solutions
- Strong consultative skills, able to translate complex products into clear, compelling strategies
- Confidence in presenting to groups and delivering impactful training sessions
- A collaborative, solutions-oriented mindset with a focus on client and advisor outcomes
#LI-Hybrid
What we give you in return:Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
