Director, Insurance Consultant

Job Duties

• Provide Insurance Education and Support
• Deliver field-based case consultation, platform usage/navigation, and sales strategy support
• Create original content for IFG publications
• Maintain Minimum Activity Consulting and Pipeline Development Metrics
• Deliver Target/Above Insurance Growth Within Territory
• Maintain IFG Solution Knowledge and Sales Competency
• Provide Market and Competitive Feedback

Qualifications

• Education and Experience
• Desired Skills

Education and Experience:

• 10+ years in Insurance strategies, sales support, or practice management roles within the independent advisor marketplace.
• Deep understanding of Insurance solutions and their application in advisor practices, as well as competitive appreciation for same.
• Strong presentation, relationship management, and selling skills.
• FINRA Series 7 and 66 or 63 and 65 required.

Desired Skills:

• Ability to translate Insurance solution features into practical, advisor-friendly applications.
• Self-driven ability to maintain a well-in-advance calendar of activities and advisor rotation.
• Must be willing to travel.
• Comfort with proposal tools, and financial planning software.
• Experience working with and presenting to diverse advisor business models.
• Outstanding presentation, communication, and storytelling skills.
• Passionate about advisor growth, profitability and improving the advisor- client experience.
• Clear and persuasive written, verbal, and presentation communication skills.

Key Attributes

• Highly Active
• Focused on Insurance Platform Adoption
• Revenue Growth Oriented
• Dedicated to Ongoing Learning and Coaching
• Advisor and Client-Centric
• Integrity Driven
• Advisor Satisfaction

Compensation

• Competitive base salary
• Performance-based bonus opportunities
• Comprehensive benefits package