Associate Insurance Specialist

Kestra Financial, Inc.; Shakopee (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Financial, Inc. is seeking an Associate Insurance Strategist to assist Senior Insurance Strategists with case design, carrier analysis, and relationship management for advisors and clients.

You will learn to evaluate product fit, coordinate case requirements, and support advisor education while developing expertise to progress to a Senior Insurance Strategist role in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 1-3 years of experience in insurance, financial services, sales support, underwriting, new business, or a related field.
• Strong organizational and problem-solving skills.
• Effective verbal and written communication skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office applications.

Responsibilities

• Partner with Senior Insurance Strategists to support new business opportunities and advisor cases.
• Assist with case design, illustrations, product comparisons, and sales concepts.
• Prepare and organize proposals, presentations, and client-facing materials.
• Coordinate requirements and follow-up activities to help move cases through the sales process.
• Develop working knowledge of insurance carriers, products, underwriting processes, and competitive positioning.
• Maintain relationships with carrier representatives and internal stakeholders.
• Research product updates, underwriting guidelines, and market changes.
• Assist in evaluating product fit and competitive solutions for advisors and clients.
• Respond to advisor inquiries regarding product features, carrier requirements, and case status.
• Provide timely and accurate follow-up on pending business.
• Collaborate with operations, underwriting, licensing, and new business teams to ensure efficient case management.
• Support advisor education initiatives and product training opportunities.
• Identify sales opportunities within existing advisor relationships.
• Support strategic initiatives designed to increase insurance production and advisor engagement.
• Participate in advisor meetings, carrier meetings, and sales planning discussions as appropriate.
• Continuously develop insurance product expertise and industry knowledge.
• Participate in training and mentoring provided by Senior Insurance Strategists.
• Progressively assume greater responsibility for advisor relationships and case ownership.
• Demonstrate readiness to transition into a Senior Insurance Strategist role through increased technical knowledge, sales acumen, and independent case management.

Skills

Insurance industry knowledge

Insurance/financial services exp

Organizational skills

Verbal and written communication

Time management

Microsoft Office

Education

Bachelor's degree or equivalent

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

The Associate Insurance Strategist supports Senior Insurance Strategists in the development, placement, and management of insurance solutions for advisors and clients. This role is responsible for assisting with case design, carrier analysis, product positioning, underwriting coordination, and relationship management while building the knowledge and skills necessary to progress into a Senior Insurance Strategist role.

The Associate Insurance Strategist serves as a trusted internal resource for advisors and teammates by providing timely support, market intelligence, and administrative coordination throughout the sales and implementation process. Success in this role requires strong attention to detail, a commitment to learning, and the ability to manage multiple priorities in a fast-paced environment.

What You’ll Do:

Insurance Case Support

• Partner with Senior Insurance Strategists to support new business opportunities and advisor cases.
• Assist with case design, illustrations, product comparisons, and sales concepts.
• Prepare and organize proposals, presentations, and client-facing materials.
• Coordinate requirements and follow-up activities to help move cases through the sales process.

Carrier & Product Management

• Develop working knowledge of insurance carriers, products, underwriting processes, and competitive positioning.
• Maintain relationships with carrier representatives and internal stakeholders.
• Research product updates, underwriting guidelines, and market changes.
• Assist in evaluating product fit and competitive solutions for advisors and clients.

Advisor & Internal Team Support

• Respond to advisor inquiries regarding product features, carrier requirements, and case status.
• Provide timely and accurate follow-up on pending business.
• Collaborate with operations, underwriting, licensing, and new business teams to ensure efficient case management.
• Support advisor education initiatives and product training opportunities.

Business Development Support

• Assist in identifying sales opportunities within existing advisor relationships.
• Support strategic initiatives designed to increase insurance production and advisor engagement.
• Participate in advisor meetings, carrier meetings, and sales planning discussions as appropriate.

Professional Development

• Continuously develop insurance product expertise and industry knowledge.
• Participate in training and mentoring provided by Senior Insurance Strategists.
• Progressively assume greater responsibility for advisor relationships and case ownership.
• Demonstrate readiness to transition into a Senior Insurance Strategist role through increased technical knowledge, sales acumen, and independent case management.

What You Bring:

Required:

• Bachelor's degree or equivalent combination of education and experience.
• 1-3 years of experience in insurance, financial services, sales support, underwriting, new business, or a related field.
• Strong organizational and problem-solving skills.
• Effective verbal and written communication skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office applications.

Preferred:

• Life and Health Insurance License or ability to obtain licensure.
• Experience with life insurance, annuities, long-term care, disability income, or related products.
• Familiarity with insurance illustrations, underwriting, and carrier operations.
• Experience supporting advisors, agents, or producers.

Career Progression

The Associate Insurance Strategist role is designed as a developmental position that prepares team members for advancement into a Senior Insurance Strategist role. Through mentoring, hands‑on case experience, carrier interaction, and advisor support responsibilities, incumbents will build the technical expertise, sales skills, and strategic thinking necessary to independently manage advisor relationships and complex insurance opportunities.

Measures of Success

• Consistently delivers accurate and timely support for advisor cases.
• Demonstrates growing knowledge of insurance products and carrier solutions.
• Builds strong relationships with advisors, carriers, and internal partners.
• Increases ownership of case management and advisor interactions.
• Successfully develops toward independent management of insurance opportunities and advisor relationships.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial