Head of Insurance Growth & Advisor Strategy

Eden Prairie, MN | 100% Onsite | Monday-Friday | Travel: Approximately 25%

About the Opportunity

We’re partnering with a fast-growing insurance and wealth management organization in the Minneapolis-St. Paul market that is adding a brand-new leadership role due to rapid growth. This is a strong opportunity for a life insurance wholesaler, annuity wholesaler, BGA leader, or advisor-facing insurance sales professional who wants to step into a bigger leadership seat. This is not a personal production role. The focus is on leading Insurance Specialists, improving sales execution, deepening advisor relationships, and helping the company grow with high-quality advisory firms.

Responsibilities

• Lead, coach, and manage the Insurance Specialist team.
• Run weekly pipeline and activity reviews to improve quoting, applications, placement rates, and case quality.
• Hold team members accountable to business plans, activity standards, and advisor follow-up.
• Work directly with Financial Advisors and senior firm leaders to deepen relationships.
• Help grow relationships with RIAs, advisor teams, and financial services firms.
• Support conferences, advisor meetings, client meetings, roadshows, and ride-alongs.
• Partner with advanced sales, marketing, and leadership to turn strategy into execution.
• Improve advisor penetration, case volume, product mix, and overall insurance revenue.

Requirements

• 5+ years of experience as a life insurance wholesaler, annuity wholesaler, or similar senior insurance sales professional.
• Experience working directly with Financial Advisors is required.
• Series 6 and Series 63 licenses are highly preferred.
• Experience working at or with a Broker General Agency (BGA) strongly preferred.
• Strong technical knowledge of life insurance, annuities, case design, and advisor support.
• Proven ability to lead, coach, manage, and hold sales professionals accountable.
• Strong executive presence and communication skills.
• Comfortable working 100% onsite with leadership and the Insurance Specialist team.
• Able to travel approximately 25% for conferences, advisor meetings, client meetings, and ride-alongs.
• High-achiever mindset with strong ownership, low drama, and a team-first approach.

Benefits

• Brand-new leadership role created because of rapid company growth.
• Expected year-one total compensation is approximately $240,000+ with no cap on upside.
• Monthly revenue/profit-based incentive tied to company growth.
• Strong culture with low turnover, a family feel, and a high-performing team.
• Opportunity to lead a growing Insurance Specialist team instead of staying in pure individual production.
• Backed by a larger platform while still offering the visibility and impact of a smaller, entrepreneurial team.
• Company is scaling quickly, with plans to grow from current size.

Pay

$140,000-$150,000 base salary. Expected year-one total compensation: approximately $240,000+.