Manager, Insurance Sales

Job Description

The Manager, Insurance Sales, is a senior sales leader responsible for driving revenue growth and advisor adoption of life, long-term care, and disability insurance solutions across all Cetera Financial Group channels. This role serves as a strategic insurance thought leader, designing and executing high-impact sales initiatives, partnering closely with internal growth teams, and leading a team of experienced insurance sales specialists.

The ideal candidate brings deep insurance expertise, a proven track record of sales leadership, and the ability to align insurance strategies with Cetera's broader growth and financial planning priorities.

What you will do:

To be successful in this role, the Manager, Insurance Sales will:

• Drive Revenue & Adoption
  • Lead insurance revenue growth initiatives and increase advisor utilization of life, long-term care, and disability insurance within holistic financial planning.
  • Champion the integration of risk management solutions into advisor practices.
• Sales Strategy & Execution
  • Design, implement, and execute sales campaigns aligned with firmwide strategic priorities.
  • Define and maintain a strong insurance opportunity pipeline in partnership with internal teams and external carriers.
• Advisor Education & Engagement
  • Deliver and coordinate impactful sales training for advisors through national conferences, regional meetings, onboarding programs, and other forums.
  • Translate complex insurance concepts into clear, actionable guidance for advisors.
• Cross-Functional & External Partnerships
  • Partner with Regional Growth Teams, Advanced Planning, Recruiting, and NFG Brokerage to accelerate insurance adoption and sales effectiveness.
  • Collaborate with insurance carrier sales teams to enhance solution awareness, positioning, and usage across the advisor base.
• Platform Oversight & Due Diligence
  • Review and understand due diligence materials for life, long-term care, and disability insurance solutions offered on the Cetera risk management platform.
  • Serve as a liaison to the Due Diligence team, supporting ongoing monitoring of carrier strength, stability, and competitiveness.
• People Leadership
  • Lead, coach, and develop a team of five experienced insurance sales specialists.
  • Drive accountability to individual KPIs, support professional development, and foster a high-performance, high-engagement team culture.

What you need to have:

• Bachelor's degree in business, Finance, Economics, Accounting, or a related field.
• 7-10 years of sales management experience within the insurance industry.
• 10+ years of experience in insurance sales, including life, long-term care, and disability products.
• Active Life and Health Insurance license.
• Series 7 and/or Series 6 registration.
• Strong working knowledge of insurance applications and underwriting processes.
• Ability to travel up to 15%.
• Sales & Marketing
  • Expertise in sales strategy, campaign execution, product positioning, and sales performance management.
• Client & Advisor Experience
  • Strong understanding of advisor needs, service excellence standards, and satisfaction measurement.
• Leadership & Management
  • Strategic planning, resource allocation, talent development, and cross-functional coordination.
• Education & Training
  • Curriculum development, instructional delivery, and measurement of training effectiveness for individuals and groups.

What's nice to have:

• Advanced professional designations such as CFP®, CLU®, or ChFC®.
• Proven experience partnering with senior leaders on enterprise-level sales initiatives.
• Exceptional presentation, communication, and influencing skills.
• Demonstrated ability to provide clear, actionable feedback and lead through collaboration.

Compensation:

The salary range for this role is $140,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.


#LI-Hybrid

About Us

About Us

What we give you in return:

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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