Insurance Producer
About The Position
The Insurance Producer develops and implements insurance solutions that complement the firm’s wealth management services. The role partners with financial advisors to identify client insurance needs, provide risk management strategies, and deliver life insurance, annuity, long-term care, disability income, and group employee benefit solutions. The Insurance Producer generates new business and strengthens client relationships through comprehensive financial planning. The position is suited to an entrepreneurial insurance professional who collaborates with wealth advisors to deliver comprehensive financial and risk management solutions and help grow an integrated insurance practice within a Registered Investment Advisor firm.
Requirements
- Active Life and Health Insurance License required.
- Five or more years of insurance production experience.
- Knowledge of life insurance, annuities, long-term care, disability income, and group employee benefits.
- Strong consultative sales and relationship management skills.
- Excellent communication and presentation abilities.
- Proficiency with CRM systems and insurance illustration software.
- Consultative sales, relationship development and management, insurance needs analysis, business development, client presentations and education, collaboration with financial advisors, pipeline and CRM management, knowledge of insurance and financial services regulations, strong written and verbal communication, and an entrepreneurial, results-oriented approach.
Nice To Haves
- Experience working with Registered Investment Advisors, wealth management firms, or financial advisors.
- Series 6, 7, or 65/66 license.
- High-net-worth insurance planning.
- Business owner planning.
- Executive benefits.
- Estate and legacy planning.
- Buy-sell funding.
- Key person insurance.
- Group employee benefits consulting.
Responsibilities
- Collaborate with financial advisors to identify insurance planning opportunities.
- Conduct client fact-finding and needs analyses.
- Design and recommend life insurance, annuity, long-term care, disability income, and group employee benefit solutions.
- Prepare illustrations, proposals, and presentations for clients.
- Manage the insurance sales process from prospecting through policy placement.
- Assist advisors with advanced estate planning, business succession, executive benefits, and wealth transfer strategies.
- Develop relationships with business owners to identify employee benefit opportunities.
- Provide group benefit solutions, including medical, dental, vision, life insurance, disability, and voluntary benefits.
- Maintain compliance with SEC, FINRA when applicable, state insurance regulations, and carrier requirements.
- Meet established production and revenue goals.
- Conduct educational workshops for advisors and clients regarding insurance planning strategies.
- Maintain accurate CRM documentation and effectively manage the sales pipeline.
Benefits
- Competitive base salary.
- Commission on insurance production.
- Bonus opportunity based on revenue and production goals.
- Health insurance.
- Company-sponsored retirement plan.
- Paid time off.
- Professional development reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
