Director of Insurance

• Conduct client needs analyses, policy reviews, and carrier and product comparisons to identify the most suitable solutions.
• Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors.
• Drive insurance department revenue growth through new client acquisition, cross-selling within the firm's existing client base, and expansion of product and service offerings.
• Build and lead the insurance department, including hiring, training, and mentoring staff as the practice grows.
• Track and report on department performance, production metrics, and client retention.

Requirements

• 3+ years of experience in insurance sales or planning, with a proven track record building or leading an insurance practice or department.
• Active life and health insurance license required; property and casualty license preferred.
• CLU, ChFC, or similar insurance-focused designation preferred; CFP a plus.
• Deep knowledge of life, disability income, and long-term care insurance products and underwriting.
• Experience integrating insurance planning within a wealth management or financial planning practice strongly preferred.

Benefits

• Comprehensive health, dental, life, and short and long term disability insurance.
• 401(k) with company match.
• Generous paid time off.
• Competitive base salary plus performance based incentive compensation.
• A small, collaborative firm environment with direct access to leadership and a real seat at the table.