Wealth Solutions Insurance Manager

About the role

Lead insurance strategy development and implementation
Work with insurance licensed and unlicensed advisors to connect them with our insurance resources
Own relationships with external insurance brokers
FINRA supervision and suitability reviews related to our broker dealer, as needed
Ongoing insurance sales support
Coordination with internal M Financial agents
Work with wealth leadership, advisors, and project teams to enhance our services and support model
Track metrics, monitor activities, automate functions where possible
Create and manage project plans and lead projects, as needed

Responsibilities

• Oversight of our wealth management insurance solutions
• Lead insurance strategy development and implementation
• Work with insurance licensed and unlicensed advisors to connect them with our insurance resources
• Own relationships with external insurance brokers
• FINRA supervision and suitability reviews related to our broker dealer, as needed
• Ongoing insurance sales support
• Coordination with internal M Financial agents
• Work with wealth leadership, advisors, and project teams to enhance our services and support model
• Track metrics, monitor activities, automate functions where possible
• Create and manage project plans and lead projects, as needed

Requirements

Minimum Qualifications:
Bachelor’s degree in related field or equivalent experience
6+ years of Life Insurance experience
Registered representative with wealth management industry experience
Series 24 license required

Desired Qualifications/Skills

• Product or vendor management experience
• Wealth management client facing experience
• Family offices services and ultra-high net worth client experience
• Strong communication skills, both written and verbal
• Strong interpersonal skills, including being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
• Strong background/knowledge with financial planning strategies
• Technology savvy, proficient with Microsoft Office

Benefits

Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match
Health savings accounts, flexible spending accounts, and voluntary supplemental plans
Company-paid benefits such as life insurance, short-term disability, and long-term disability

Pay

$115,000 - $180,000 depending on location and experience

Schedule

Not specified