Insurance Solutions Consultant

Responsibilities

• Help execute on the risk-managed growth strategy of the insurance offerings used by clients of Baird as well as the broader insured solutions ecosystem within Private Wealth Management.
• Work alongside the Insurance Solutions Manager and partner across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business.
• Collaborate with Baird Financial Advisors (“FAs”) and Client Specialists to deliver expert knowledge on advice specific to insurance products, solutions, and strategies, allowing for informed decision-making.
• Work with Financial Advisors and Client Specialists to evaluate clients' needs while navigating the appropriate insurance solutions, including elements of financial planning, business insurance, and non-qualified insurance concepts.
• Serve as a liaison between internal and external partners to ensure alignment with procedures, policies, including but not limited to commissions, compliance, supervision, and operations.
• Support the Insurance Solutions Manager and Baird's Legal team in reviewing and negotiating selling agreements with insurance carriers and brokerage general agencies to ensure desired outcomes of business relationships.
• Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives.
• Develop and deliver educational content that is relevant to insurance solutions.
• Proactively develop ideas and initiatives to sustainably grow the insurance solutions platform.
• Enhance internal processes to make the insurance solutions processes efficient and scalable.
• Effectively partner on broader initiatives to grow, support, and evolve the insurance solutions platform.
• Occasional travel is required for advisor/branch education and supporting, and industry symposium education events.

Qualifications

• Bachelor’s Degree and 7+ years of relevant professional experience in the insurance industry preferred.
• Life & health licensed or the ability to obtain within 12 months of start date.
• SIE, Series 6 or 7 & 66 licenses preferred.
• Sophisticated understanding of various insurance products, services, and strategies, the insurance industry as well as current tax laws.
• Exceptional client service skills including both written and verbal.
• The candidate will have the opportunity to work with all levels of associates and management, including technical topics to Financial Advisors individually and in a group setting.
• Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint).
• History of delivering consistent, high-quality performance.
• Able to prioritize and manage multiple tasks simultaneously.
• Possesses a high attention to detail.
• Strong analytical skills and research skills.