AVP, Insurance Strategy & Distribution

Job Overview

The AVP, Insurance Strategy & Distribution is responsible for driving the growth, positioning, and execution of the firm’s insurance business across the West Coast. This role leads strategic partnerships with Broker General Agencies (BGAs) and carriers, develops distribution strategies, and expands insurance adoption across priority advisor segments.

Responsibilities

• Strategic Partnerships & Platform Management
  - Lead BGA relationship management, including governance, service oversight, and strategic alignment.
  - Manage carrier relationships in coordination with BGA partners to influence product access and competitiveness.
  - Negotiate economics, revenue sharing, and support agreements with BGAs and carriers.
  - Establish and monitor service expectations, SLAs, and performance metrics.
  - Identify opportunities to enhance the insurance platform and product shelf.

• Distribution Strategy & Growth
  - Develop and execute regional insurance distribution strategies across West Coast markets.
  - Drive adoption and revenue growth within priority advisor segments and affiliation models.
  - Coordinate joint sales campaigns and wholesaler coverage models with BGA partners.
  - Optimize distribution effectiveness through data-informed decision-making.

• Advisor Engagement & Field Leadership
  - Present insurance solutions at Home Office Visits (San Diego) and regional advisor events.
  - Lead and participate in webinars, workshops, and field events across the West Coast.
  - Position insurance solutions within holistic financial planning frameworks, including protection, estate, and tax strategies.
  - Serve as a thought leader and advocate for insurance adoption across the advisor base.

• Cross-Functional Leadership & Alignment
  - Drive collaboration with Success Managers, channel leaders, and internal stakeholders across affiliation models.
  - Ensure alignment between insurance strategies and broader wealth management objectives.
  - Partner with compliance, operations, and product teams to support scalable and compliant growth.
  - Act as escalation point for partner, distribution, or service issues.

• Strategic Initiatives & Platform Expansion
  - Lead or support strategic initiatives to expand insurance offerings, tools, and capabilities.
  - Identify and implement process and platform improvements to enhance advisor experience.
  - Contribute to long-term insurance strategy and roadmap development.

Requirements

• 7–10 years of experience in insurance distribution, wealth management, or broker-dealer environments

• 7-10 years of experience in life insurance, annuities, and BGA distribution models

Core Competencies

• Proven experience managing external partnerships and driving revenue growth

• Excellent communication, negotiation, and leadership skills

• Strong understanding of advisor segmentation, distribution strategy, and sales campaigns

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.