Insurance Sales Specialist

Core Responsibilities

• Serve as the firm’s lead agent for all wealth management insurance sales activity, including life, disability, long-term care, annuities, and business insurance solutions.
• Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding.
• Partner directly with advisors to identify insurance needs within existing client books and convert opportunities into placed business.
• Design and execute targeted marketing campaigns to generate insurance leads across the firm’s advisor network and external referral channels.
• Develop and deliver client-facing educational content, including seminars, webinars, and digital outreach, to position the firm as a trusted insurance resource.
• Build and maintain carrier relationships to ensure access to competitive products and underwriting support.
• Act as the primary insurance resource for the advisory team, providing product education, case design assistance, and sales support.
• Conduct regular training sessions, product updates, and sales strategy meetings with advisors.
• Track and report key production metrics, including pipeline activity, submitted cases, placed premiums, and advisor engagement.
• Pursue strategic business development opportunities, including Centers of Influence relationships, employer group benefits, and business owner markets.

Requirements

• Required: Active Life and Health Insurance License; multi-state licensure preferred, with willingness to obtain additional state licenses required.
• Minimum 3 to 5 years of insurance sales experience, ideally within a financial advisory, brokerage, or wealth management environment.
• Demonstrated track record of meeting or exceeding production goals.
• Experience working with and supporting financial advisors or a collaborative sales team.
• Working knowledge of life insurance products (term, whole life, IUL, UL), annuities, disability income, and long-term care solutions.
• Ability to communicate complex insurance concepts clearly to advisors and clients alike.
• Self-starter capable of managing a multi-state territory independently.
• Preferred: Series 6 or Series 7 license, or willingness to obtain.
• Experience with insurance case design software.
• Prior experience in a lead agent or wholesaler-style role.
• Familiarity with CRM platforms such as Salesforce, Redtail, or Wealthbox.
• Background in business insurance, buy-sell planning, or executive benefit strategies.
• Existing carrier relationships within IMOs or BGAs operating in the Midwest or Southeast.

Our Core Values

• Thirst for Knowledge: Curious and creative, always building expertise and asking the right questions.
• Innovative Problem Solver: Proposes solutions, leads by example, and follows through on commitments.
• Self-Motivated: Proactive, results-oriented, and energized by new challenges.
• Authentic: Leads with honesty and integrity in everything you do.
• Positively Impact People: Committed to growing those around you and striving for collective success.

Compensation & Benefits

• Base salary commensurate with experience.
• Tiered commission on personally produced and advisor-supported cases.
• Quarterly and annual bonuses tied to production milestones.
• Override on firm-wide insurance production.
• High six-figure earning potential for top performers.

Benefits

• Paid time off.
• Safe Harbor 401(k) and discretionary profit sharing.
• Health benefits, life insurance, and ancillary insurances.
• Free financial planning for employees.
• Volunteer and community outreach opportunities.
• Firm-paid licensing fees and continuing education.