Insurance Manager

Job Description

Job Description

Description:

Insurance Manager

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States 

At OnePoint BFG Wealth Partners , 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 OnePoint BFG, reporting 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:

• Underwriting & Placement:
  • 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 OnePoint BFG’s insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives.
• Advisor Support:
  • 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.

Requirements:

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.

Desired Skills and Competencies

• Exceptional leadership and team management abilities.
• Outstanding communication and interpersonal skills.
• Strategic thinking and business development acumen.
• Comprehensive industry knowledge and technical proficiency in insurance and annuities.
• Ability to build effective relationships with advisors, carriers, and partners.
• Problem-solving orientation and attention to detail.

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. 

Here is why you should build your career with us:

• Impactful Growth : You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture : Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards : We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement : Benefit from continuous development opportunities and long-term career progression. 

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Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.