Manager, Insurance Sales

Cetera Financial Group • Dallas, TX

7d • $120,000 • Hybrid

About The Position

The Manager, Insurance Sales, is a senior sales leader responsible for driving revenue growth and advisor adoption of life, long‑term care, and disability insurance solutions across all Cetera Financial Group channels. This role serves as a strategic insurance thought leader, designing and executing high‑impact sales initiatives, partnering closely with internal growth teams, and leading a team of experienced insurance sales specialists. The ideal candidate brings deep insurance expertise, a proven track record of sales leadership, and the ability to align insurance strategies with Cetera’s broader growth and financial planning priorities. What you will do: To be successful in this role, the Manager, Insurance Sales will: Drive Revenue & Adoption Lead insurance revenue growth initiatives and increase advisor utilization of life, long‑term care, and disability insurance within holistic financial planning. Champion the integration of risk management solutions into advisor practices. Sales Strategy & Execution Design, implement, and execute sales campaigns aligned with firmwide strategic priorities. Define and maintain a strong insurance opportunity pipeline in partnership with internal teams and external carriers. Advisor Education & Engagement Deliver and coordinate impactful sales training for advisors through national conferences, regional meetings, onboarding programs, and other forums. Translate complex insurance concepts into clear, actionable guidance for advisors. Cross‑Functional & External Partnerships Partner with Regional Growth Teams, Advanced Planning, Recruiting, and NFG Brokerage to accelerate insurance adoption and sales effectiveness. Collaborate with insurance carrier sales teams to enhance solution awareness, positioning, and usage across the advisor base. Platform Oversight & Due Diligence Review and understand due diligence materials for life, long‑term care, and disability insurance solutions offered on the Cetera risk management platform. Serve as a liaison to the Due Diligence team, supporting ongoing monitoring of carrier strength, stability, and competitiveness. People Leadership Lead, coach, and develop a team of five experienced insurance sales specialists. Drive accountability to individual KPIs, support professional development, and foster a high‑performance, high‑engagement team culture.

Requirements

• Bachelor’s degree in business, Finance, Economics, Accounting, or a related field.
• 7–10 years of sales management experience within the insurance industry.
• 10+ years of experience in insurance sales, including life, long‑term care, and disability products.
• Active Life and Health Insurance license.
• Series 7 and/or Series 6 registration.
• Strong working knowledge of insurance applications and underwriting processes.
• Ability to travel up to 40%.
• Sales & Marketing Expertise in sales strategy, campaign execution, product positioning, and sales performance management.
• Client & Advisor Experience Strong understanding of advisor needs, service excellence standards, and satisfaction measurement.
• Leadership & Management Strategic planning, resource allocation, talent development, and cross‑functional coordination.
• Education & Training Curriculum development, instructional delivery, and measurement of training effectiveness for individuals and groups.

Nice To Haves

• Advanced professional designations such as CFP®, CLU®, or ChFC®.
• Proven experience partnering with senior leaders on enterprise‑level sales initiatives.
• Exceptional presentation, communication, and influencing skills.
• Demonstrated ability to provide clear, actionable feedback and lead through collaboration.

Responsibilities

• Drive Revenue & Adoption Lead insurance revenue growth initiatives and increase advisor utilization of life, long‑term care, and disability insurance within holistic financial planning. Champion the integration of risk management solutions into advisor practices.
• Sales Strategy & Execution Design, implement, and execute sales campaigns aligned with firmwide strategic priorities. Define and maintain a strong insurance opportunity pipeline in partnership with internal teams and external carriers.
• Advisor Education & Engagement Deliver and coordinate impactful sales training for advisors through national conferences, regional meetings, onboarding programs, and other forums. Translate complex insurance concepts into clear, actionable guidance for advisors.
• Cross‑Functional & External Partnerships Partner with Regional Growth Teams, Advanced Planning, Recruiting, and NFG Brokerage to accelerate insurance adoption and sales effectiveness. Collaborate with insurance carrier sales teams to enhance solution awareness, positioning, and usage across the advisor base.
• Platform Oversight & Due Diligence Review and understand due diligence materials for life, long‑term care, and disability insurance solutions offered on the Cetera risk management platform. Serve as a liaison to the Due Diligence team, supporting ongoing monitoring of carrier strength, stability, and competitiveness.
• People Leadership Lead, coach, and develop a team of five experienced insurance sales specialists. Drive accountability to individual KPIs, support professional development, and foster a high‑performance, high‑engagement team culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager