Life & Health Risk Advisor

Why Join Glenwood Insurance?

At Glenwood Insurance, we believe great people build exceptional client experiences. We are a collaborative, growth-focused organization where your voice matters, your ideas are welcomed, and your career path is supported. Our team values accountability, positivity, and partnership — and we celebrate wins together.

This is an opportunity to join a culture that offers:

• A supportive and team-oriented environment
• Clear growth and advancement opportunities
• Ongoing mentorship and professional development
• Strong service support so you can focus on selling and relationship building
• A respected brand with established carrier partnerships
• The ability to build a high-income book with uncapped earning potential

Position Summary

The Life & Health Risk Advisor plays a key role in driving new business growth within our Life & Health division. This is a proactive, relationship-driven sales role focused on helping clients navigate important decisions around their health coverage, life insurance, and financial protection needs.

Essential Duties & Responsibilities

• Identify, prospect, and secure new Life & Health clients
• Generate opportunities through networking, referrals, centers of influence, digital outreach, and community involvement
• Maintain an active and organized sales pipeline within CRM systems
• Conduct thorough needs assessments to understand client health, financial, and protection goals
• Present customized solutions including: Health Insurance (Individual & Family), Life Insurance (Term, Whole, Universal), Supplemental and ancillary products (e.g., dental, vision, disability)
• Educate clients on plan options, coverage differences, and long-term considerations
• Perform policy reviews to identify gaps and cross-sell opportunities
• Collaborate with internal teams to ensure a smooth onboarding experience and ongoing client support
• Build and maintain relationships with carrier partners and stay informed on product offerings and market changes
• Follow agency workflows, documentation standards, and compliance requirements
• Participate in training, meetings, and ongoing professional development

Core Competencies

• Relationship building and trust development
• Consultative, needs-based selling
• Strong communication and presentation skills
• Education-focused client approach
• Organization and follow-through
• Collaboration and teamwork
• Accountability and goal orientation
• Analytical thinking and problem-solving
• Continuous learning mindset

Minimum Qualifications

• Active Life & Health License from the State of Colorado
• Proven success in sales, business development, or insurance production
• Strong written and verbal communication skills
• Proficiency in Microsoft Office and CRM systems preferred
• Associate or Bachelor’s degree preferred (or equivalent experience)
• Commitment to ongoing professional education and development