Senior Insurance Specialist

What You’ll Do

• Strategically manage your assigned territory to maximize advisor engagement and drive sustainable revenue growth.
• Use a proactive, consultative approach to identify opportunities and meet territory-specific goals.
• Demonstrate mastery of insurance products, including life insurance, annuities, long-term care, and disability insurance, to offer tailored solutions for complex client scenarios.
• Stay informed on industry trends, carrier updates, and competitive products to provide trusted, up-to-date advice.
• Recruit and onboard new advisors, cultivating strong partnerships to exceed baseline revenue targets.
• Build lasting relationships with top producers by delivering exceptional support and educating them on high-quality carrier offerings and balanced product strategies.
• Develop a forward-thinking sales strategy that identifies new opportunities, drives advisor engagement, and fosters long-term business growth.
• Collaborate with advisors to craft customized, client-centered insurance solutions.
• Represent CBS Brokerage’s full suite of risk mitigation and protection products, ensuring advisors have the tools they need to serve their clients effectively.
• Act as a liaison between advisors and home offices, resolving case management issues promptly to ensure smooth operations and client satisfaction.

What You Bring

• Proven success in insurance sales or a related field, with a strong ability to build and maintain client relationships.
• Deep expertise in life insurance, annuities, long-term care, and disability insurance.
• Exceptional communication, negotiation, and presentation skills, with the ability to simplify complex products for advisors.
• Strong organizational and time management abilities, with experience in managing sales territories.
• A consultative mindset, adept at navigating complex sales cycles and tailoring recommendations to unique client needs.
• Proficiency in CRM systems and sales reporting tools is a plus.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

• Serve
• Make it Happen
• One team