Insurance Growth Director - Advisor Enablement & Consulting

Independent Financial Group, LLC

San Diego (CA)

On-site

USD 85,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Company-paid medical insurance
401(k) with employer matching
Free on-site fitness center
Performance-based bonus opportunities

Job summary

Independent Financial Group, LLC is seeking an Insurance Consultant, Director to serve as a subject matter expert for their suite of insurance strategies. This 100% on-site role in San Diego requires proactive engagement with advisors to enhance their understanding and application of insurance solutions.

The ideal candidate will have over 10 years of experience in the insurance sector, possess strong relationship management skills, and be responsible for driving adoption and integration of the firm’s strategies within its advisor network.

Qualifications

  • 10+ years in insurance strategies, sales support, or practice management roles.
  • Deep understanding of insurance solutions and their application.
  • Strong presentation and relationship management skills.

Responsibilities

  • Drive insurance business growth and deliver consultative support.
  • Maintain robust pipeline metrics and activity metrics.
  • Deliver training programs on insurance best practices.

Skills

Insurance strategies
Relationship management
Presentation skills
Sales competency

Education

10+ years in Insurance strategies or practice management roles
FINRA Series 7 and 66 or 63 and 65

Tools

Salesforce
Financial planning software

Job description

Independent Financial Group, LLC is seeking an Insurance Consultant, Director to serve as a subject matter expert for their suite of insurance strategies. This 100% on-site role in San Diego requires proactive engagement with advisors to enhance their understanding and application of insurance solutions.

The ideal candidate will have over 10 years of experience in the insurance sector, possess strong relationship management skills, and be responsible for driving adoption and integration of the firm’s strategies within its advisor network.

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