- 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.
- Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
- 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.
