Insurance Advisor

SWMG•Fort Worth, TX

1d•Onsite

About The Position

Strittmatter Wealth Management Group (SWMG) is looking for experienced insurance professionals who want to expand from insurance sales into comprehensive wealth management. If you have proven relationship-building and consultative sales skills, SWMG provides the training, technology, planning resources, investment platform, marketing support, and operational infrastructure to help you become the primary financial relationship for your clients. SWMG is a boutique Registered Investment Advisor located in Fort Worth, TX, specializing in retirement planning, investment management, and business planning for high-net-worth clients and business owners. We differentiate ourselves by offering unique investment options such as Alternative Investments, Private Real Estate portfolios, and access to world-class Institutional Managers.

Requirements

3+ years of successful experience in insurance sales, financial services, or a related client-facing role.
Active Life and Health Insurance license.
Demonstrated history of prospecting, presenting, and closing business.
Strong relationship-building and consultative sales skills
Excellent verbal and written communication.
Ability to explain complex financial concepts clearly.
Strong organization and follow-up skills.
Commitment to high ethical and fiduciary standards.

Nice To Haves

Bachelor's degree or equivalent experience preferred.
Existing high-net-worth or business-owner relationships are preferred.
Securities registrations and CFP®, ChFC®, CLU®, CFA®, or similar credentials are preferred.

Responsibilities

Meet with prospective clients generated through SWMG marketing programs.
Conduct discovery meetings and uncover financial goals and concerns.
Identify opportunities where insurance, investments, retirement, tax, and financial planning intersect.
Work with the planning team to develop comprehensive financial plans.
Present recommendations in a clear, consultative manner.
Help clients implement investment and insurance recommendations.
Participate in client acquisition and onboarding.
Develop referrals from existing clients and professional relationships.
Participate in seminars, educational events, and marketing initiatives.
Learn and use SWMG financial planning, CRM, portfolio, and workflow technology.
Collaborate with paraplanners, investment professionals, operations, and client service teams.
Develop into a comprehensive Wealth Management Advisor.