Insurance Manager, Wealth Management

About the role

Join a nationally recognized wealth management firm as an Insurance Manager, leading the life insurance, long-term care, and annuities division. This role oversees underwriting, case placement, proposal development, and illustration production while building and managing a growing team. The Manager will support advisors in delivering insurance and retirement planning solutions and drive business growth initiatives.

Responsibilities

• Operations & Placement: Manage underwriting and case placement for life insurance, LTC, and annuity business. Develop efficient, scalable workflows that support quality, compliance, and client service. Partner with carriers and product providers to secure competitive solutions.
• Product Design & Proposal Development: Oversee insurance analyses, product comparisons, and client illustrations. Ensure recommendations align with client objectives and quality standards.
• Leadership & Training: Recruit, develop, and manage insurance professionals and support staff. Establish performance expectations, provide coaching, and foster collaboration. Deliver advisor education and serve as a technical resource on insurance and annuity strategies.
• Business Growth & Advisor Support: Identify opportunities to expand insurance revenue and enhance client outcomes. Build relationships with carriers, wholesalers, and strategic partners. Partner with advisors on advanced planning, product suitability, implementation, and ongoing servicing.

What We Offer

• Opportunity to lead and grow a developing insurance platform.
• Collaborative advisory environment with strong professional support.
• Competitive compensation and benefits.
• Leadership growth opportunities and exposure to sophisticated planning cases and high-net-worth client strategies.

Please email resume to bethany.delahunt@gogpac.com for consideration.