Insurance Growth Architect & Advisor Strategy Lead

Mohr Talent; Savage (MN); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Profit sharing

Job summary

Mohr Talent is seeking an experienced Head of Insurance Growth & Advisor Strategy in Savage, MN to lead the Insurance Specialist team and drive strategic business development with RIAs and advisory firms. This executive role focuses on leadership, coaching, and long-term growth rather than individual sales.

The role partners with executive leadership, advanced sales, marketing, and financial advisors to strengthen the firm’s insurance business and execute growth initiatives, while travel is

Qualifications

• 5+ years of experience as a Life Insurance Wholesaler, Annuity Wholesaler, or senior insurance sales leadership role.
• Experience working with Financial Advisors and executive leadership.
• Strong technical insurance knowledge and case design expertise.
• Proven ability to lead, coach, and develop sales professionals.
• Experience managing pipeline reviews and advisor engagement.
• FINRA Series 6 and Series 63 licenses.

Responsibilities

• Lead day-to-day management of the Insurance Specialist team.
• Conduct weekly pipeline reviews and enforce activity standards across quoting, applications, placement, and case quality.
• Coach, mentor, and develop Insurance Specialists through training and performance management.
• Partner with leadership on hiring, onboarding, territory assignments, and employee development.
• Hold team members accountable to business plans and execution standards.
• Expand relationships with advisory firms and develop strategic partnerships.
• Position the firm’s value proposition to RIAs and advance opportunities to leadership.
• Drive advisor penetration by increasing engagement, case volume, and product utilization.
• Develop strategic account plans and coordinate executive outreach and advisor events.
• Utilize conferences and networking to generate new opportunities.
• Lead weekly pipeline and activity review meetings.
• Improve conversion rates from quote to placement.
• Coordinate with Advanced Planning and Marketing teams.
• Ensure execution of business plans and account strategies.

Skills

Life Insurance Wholesaler

Annuity Wholesaler

Sales leadership

Financial Advisors

Executive communication

Job description

Mohr Talent is seeking an experienced Head of Insurance Growth & Advisor Strategy in Savage, MN to lead the Insurance Specialist team and drive strategic business development with RIAs and advisory firms. This executive role focuses on leadership, coaching, and long-term growth rather than individual sales.

The role partners with executive leadership, advanced sales, marketing, and financial advisors to strengthen the firm’s insurance business and execute growth initiatives, while travel is