Life Insurance Strategist

Rockefeller Capital Management•City of Saratoga Springs, NY

About The Position

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026. The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.

Requirements

A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
Series 7 or 6, 63, and life and health insurance licenses required.
Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
Ability to assess complex client needs and design appropriate, scalable insurance solutions.
Strong presentation, communication, and advisor-facing relationship management capabilities.
Proven ability to manage high-volume casework end-to-end with precision and accountability.
Demonstrated leadership and mentoring capability despite individual contributor role.
Ability to work under pressure, meet deadlines, and deliver consistent execution results.
Strategic and tactical thinker with a collaborative, solution-oriented approach.
High level of professionalism, adaptability, and personal accountability.

Nice To Haves

Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).

Responsibilities

Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
Present insurance strategies, product structures, and associated financials directly to clients and advisors.
Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
Remain accountable for defined and measured goals related to insurance activity and execution.