Manager, Insurance Sales
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.
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%.
- Expertise in sales strategy, campaign execution, product positioning, and sales performance management.
- Strong understanding of advisor needs, service excellence standards, and satisfaction measurement.
- Strategic planning, resource allocation, talent development, and cross‑functional coordination.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
