AVP, Insurance Solutions & Advisor Enablement

Job Overview

The AVP, Insurance Solutions & Advisor Enablement is responsible for driving advisor adoption, competency, and execution of insurance solutions across the East Coast. This role focuses on delivering training, developing playbooks, and supporting advisors throughout the insurance sales lifecycle.

Responsibilities

• Serve as a key resource to educate advisors on insurance products and planning strategies
• Facilitate case engagement by coordinating introductions to BGA case designers
• Increase advisor utilization by improving confidence and fluency in insurance conversations
• Promote adoption of best practices and repeatable sales processes
• Lead webinars, workshops, and training programs across East Coast regions
• Develop and maintain playbooks tailored to different affiliation models
• Create scalable sales tools, conversation guides, and educational materials
• Present insurance solutions at Home Office Visits (Fort Mill)
• Reinforce alignment with holistic wealth planning frameworks
• Coordinate joint sales campaigns and wholesaler engagement with BGA partners
• Support execution across the insurance sales lifecycle, from opportunity identification to case submission
• Ensure effective handoffs between advisors and BGA teams
• Maintain pipeline activity and identify opportunities to improve conversion and placement rates
• Support BGA and carrier relationship management through field insights and execution feedback
• Identify trends in advisor behavior, client needs, and service gaps
• Collaborate with partners to enhance support models and advisor experience
• Aid in refining wholesaler coverage and engagement strategies
• Partner with Success Managers and internal leaders to drive advisor engagement
• Ensure consistent messaging and positioning of insurance solutions
• Align enablement efforts with firm-wide wealth management priorities
• Support cross-functional initiatives with marketing, compliance, and operations teams
• Assist in strategic initiatives to expand insurance offerings and advisor adoption
• Identify opportunities to improve tools, workflows, and advisor experience
• Contribute to scaling best practices across regions and advisor segments

Requirements

• 7–10 years of experience in insurance sales, advisor support, or wholesaling within a BD or RIA environment
• 3-5 years delivering training, education, and sales enablement programs

Core Competencies

• Strong understanding of insurance planning strategies and product solutions
• Proven ability to work with financial advisors and influence behavior
• Excellent communication, presentation, and relationship management skills

Preferences

• Professional designations such as CLU, ChFC, CFP, or other insurance and financial planning credentials are preferred
• Familiarity with advisor technology platforms, CRM systems, and sales analytics tools used to drive engagement and business growth