Head of Insurance Growth & Advisor Strategy, CBS

What You’ll Do

• Own the day-to-day leadership of the Insurance Specialist team.
• Lead weekly pipeline reviews and enforce activity standards across the full funnel, including quoting activity, application volume, placement efficiency, and overall case quality.
• Drive consistent improvement in case design, advisor engagement, and penetration within assigned accounts.
• Partner with leadership on hiring, onboarding, performance management, territory and account assignments.
• Develop Insurance Specialist capability through coaching, shadowing, structured training, and practical playbooks.
• Hold Insurance Specialists accountable to individual business plans and agreed execution standards.
• Lead efforts to attract new relationships and deepen existing accounts.
• For new relationships, focus on positioning the CBS story with RIAs and advancing opportunities to the point where firm leadership can close.
• For existing accounts, increase penetration by advisor count, case count, and product mix.
• Drive strategic and tactical business planning for key accounts, including executive outreach, joint calls, roadshows, and coordinated efforts through the Insurance Specialist team.
• Leverage conferences, referrals, outbound outreach, and disciplined follow-up to create and advance opportunities.
• Ensure strong preparation before conferences, effective execution on site, and structured follow-up afterward.
• Serve as a liaison between Insurance Specialists, advanced sales, marketing, and CBS leadership.
• Translate strategy into execution across teams.
• Partner with marketing on advisor-facing initiatives, conference strategy, and messaging alignment.
• Work closely with advanced planning to ensure appropriate escalation and integration on complex cases.
• Participate as a member of the CBS Brokerage leadership team.

What You Bring

• 5+ years of experience as a life or annuity wholesaler or similar senior insurance sales role.
• Strong technical insurance knowledge and case design expertise.
• Prominent ability to lead, coach, and manage sales professionals.
• Proven experience working directly with financial advisors and senior firm leadership.
• Strong executive presence and communication skills.
• Experience working at a brokerage general agency (BGA).
• Series 6 and Series 63 Wholesaler experience.
• Experience working at a brokerage general agency preferred.