Director, Insurance Solutions & Advisor Growth
Cambridge Investment Research, Inc.
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Cambridge Investment Research, Inc. is seeking a Director of Insurance Solutions to act as a trusted resource for financial professionals.
The role focuses on demonstrating the value of Cambridge's planning and insurance solutions, identifying opportunities to improve client outcomes, and helping advisors integrate planning strategies into their practices. The successful candidate will develop strong advisor relationships while collaborating across teams to support business growth and drive
Qualifications
- Bachelor's degree in Finance, Business, Financial Planning, Marketing, or related field (preferred).
- 3+ years of experience in financial planning, insurance solutions, wealth management, or related consultative sales environment.
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.
Skills
Education
Tools
Job description
Cambridge Investment Research, Inc. is seeking a Director of Insurance Solutions to act as a trusted resource for financial professionals.
The role focuses on demonstrating the value of Cambridge's planning and insurance solutions, identifying opportunities to improve client outcomes, and helping advisors integrate planning strategies into their practices. The successful candidate will develop strong advisor relationships while collaborating across teams to support business growth and drive
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