Advisor-Focused Insurance Solutions Lead

Cambridge Investment Research

Phoenix (AZ)

Hybrid

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Medical, Vision, Dental, Life

Long-Term Disability Insurance

401K with company match

Paid holidays

Vacation/Sick time

Job summary

Cambridge Investment Research is seeking a Director of Insurance Solutions to serve as a trusted resource for financial professionals, demonstrating the value of Cambridge's planning and insurance solutions. You will identify opportunities to enhance client outcomes and help advisors integrate planning strategies into their practices.

The successful candidate will develop strong advisor relationships while collaborating across teams to support business growth.

Qualifications

Bachelor's degree in Finance, Business, Financial Planning, Marketing or related field preferred.
3+ years in financial planning, insurance solutions, wealth management, or related consultative sales environment.
Experience working directly with Financial Advisors strongly preferred.

Responsibilities

Identify opportunities to increase adoption of Cambridge's insurance and financial planning solutions through Advisor outreach, referrals, networking, and internal partnerships.
Build and maintain a pipeline of prospective and existing Advisor opportunities.
Conduct consultative sales meetings, demonstrations, and presentations with financial professionals.
Identify opportunities for solution enhancements, upgrades, and increased advisor engagement.
Develop and maintain strong relationships with financial professionals throughout the Cambridge network.
Serve as a trusted consultant on financial planning and insurance-related solutions.
Provide onboarding, training, and ongoing educational support to financial professionals.
Stay current on product enhancements, industry trends, and planning strategies to ensure accurate and effective guidance.
Partner with financial professionals to understand client goals and recommend solutions that support comprehensive financial planning.
Leverage financial planning expertise to help advisors effectively utilize available technology and insurance planning resources.
Support advisors in integrating planning strategies into broader wealth management discussions.
Monitor industry trends, competitive offerings, regulatory developments, and advisor needs.
Gather advisor feedback and communicate recommendations to product, technology, and leadership teams.
Contribute insights to future product enhancements, sales initiatives, and strategic growth opportunities.
Partner with Insurance Solutions, Marketing, Technology, Business Development, and Advisor Support teams to drive advisor success.
Participate in conferences, advisor events, training programs, and internal meetings.
Collaborate across departments to develop initiatives that increase advisor adoption and business growth.