Insurance Manager

At our client we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Insurance Manager. Position Overview: The Insurance Manager will lead the life insurance, long-term care, and annuities division within the firm eporting directly to the Head of Financial Planning. This role is responsible for developing and overseeing underwriting, placement, and illustration production functions for life insurance, long-term care, and annuity products, building and managing a high-performing team, and providing ongoing training. The Manager will drive new business initiatives and support financial advisors in selecting appropriate solutions for their clients. Key Responsibilities: Design, implement, and optimize underwriting and placement processes to ensure efficient and compliant insurance and annuity solutions. Collaborate with carriers to secure competitive rates and favorable terms for clients. Illustration Production: Oversee the development of accurate and compelling insurance and annuity illustrations that support advisor recommendations and client presentations. Team Building & Management: Recruit, train, and supervise a team of insurance professionals. Foster a collaborative environment focused on professional development and service excellence. Training & Development: Develop and deliver training programs for staff and financial advisors to enhance knowledge of life insurance, long-term care, and annuity products. Business Development: Identify and pursue opportunities to expand the firms insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives. Serve as a subject matter expert, assisting financial advisors in evaluating and selecting suitable insurance, long-term care, and annuity products for their clients. Provide ongoing guidance and support throughout the sales and service process. Qualifications: Minimum 8 years of experience in life insurance, long-term care insurance, and annuities, preferably within a registered advisory or broker-dealer environment. Bachelor's degree in business, finance, or a related field; advanced credentials (CLU, ChFC, CFP) are highly valued. Demonstrated expertise in underwriting, placement, and illustration production for insurance and annuity products. Strong understanding of regulatory requirements and compliance standards. Proven track record in team leadership and staff development. #J-18808-Ljbffr