Insurance Strategist

Aseadvisors; Greenville (SC); On-site; USD 100,000 - 150,000; Full time

Job summary

Aseadvisors, a fast-scaling financial advisory firm, seeks an Insurance Strategist dedicated to complex insurance planning and integration. The ideal candidate will thrive in a leadership track, fostering client relationships and managing high-stakes cases, with a competitive base salary and performance incentives.

Qualifications

• 5+ years in advanced insurance planning or consultative case design.
• Strong technical background in tax-related insurance strategies.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead high-value conversations and architect complex planning strategies.
• Design advanced insurance strategies tied to estate planning and tax-focused planning.
• Own the lifecycle of each case from discovery through placement.

Skills

Communication

Relationship Building

Organization

Job description

7 hours ago Be among the first 25 applicants

Insurance Strategist - National Platform with Regional Roots & Elite Clients

Location: Based near our Southeast regional office (Relocation support available)

Type: Full Time - Leadership Growth Track

Compensation: Competitive Base + Performance-based Upside

Start Date: Flexible, Ideal start within 60 days

About the Role

Join a fast-scaling, highly respected financial advisory firm serving sophisticated business owners and affluent families nationwide. As an Insurance Strategist, you will lead high-value conversations, architect complex planning strategies, and drive insurance integration across our firm’s planning model.

This is a unique opportunity for an experienced professional who wants more than a commission-based hustle. We’re offering a strong base salary, paired with a performance structure that rewards value creation—not just volume.

If you bring a sharp mind, a collaborative approach, and a proven track record with advanced insurance strategies, you’ll find this platform ready for scale—and leadership.

Your Impact

• Uncover and drive sophisticated insurance opportunities within our existing client base, strategic partnerships, and advisor networks
• Design and implement advanced insurance strategies tied to estate planning, business succession, executive benefits, and tax-focused planning
• Lead client-facing meetings in collaboration with advisory teams, with full access to in-house support, marketing, and national-level case design partners
• Build advisor confidence by educating and equipping them to identify ideal client opportunities
• Own the lifecycle of each case—from discovery through placement—ensuring technical precision and client satisfaction

What Success Looks Like

• Year 1 Target Premium: $1M+ with growth expectations tied to advisor integration
• High-Level Outcomes: Potential to scale to $2M–$3M+ in future years with increasing internal leverage
• Collaboration: Earn trust as the go-to strategist within a high-performance, multi-disciplinary team
• Execution: Deliver clean, complete solutions in partnership with operations and underwriting

Ideal Candidate Profile

Required:

• 5+ years in advanced insurance planning, high-net-worth sales, or consultative case design
• Strong technical background in estate, business, or tax-related insurance strategies
• Proven experience managing complex cases ($500K+ premium) from idea to implementation
• Excellent communication and relationship-building skills
• Highly organized with a track record of delivering complete, polished outcomes

Preferred:

• Experience in a boutique RIA, family office, or financial planning firm
• Proficiency with carrier illustration tools and design software
• Understanding of premium finance or executive benefit structures

Compensation & Upside

• Base Salary: $100,000–$150,000 (commensurate with experience)
• Performance-Based Compensation: Tiered incentive structure for premium placed, client expansion, and advisor engagement
• Access: Introductions to an existing high-quality client base, national strategic partners, and high-trust advisory teams
• Support: Case design, underwriting, implementation, and marketing resources provided
• Trajectory: This role has clear visibility and influence—perfect for someone ready to grow into a national leadership presence in insurance planning

Why This Firm?

We operate at the intersection of strategy, planning, and stewardship. Our clients expect excellence, and we’ve built a team to deliver it. If you’re seeking a long-term platform, a seat at the table, and a firm that invests in your growth—we’d love to talk.

Next Step:

If you're an experienced insurance professional ready to play at a higher level—with the security of a base and the upside of a builder— let’s start a conversation.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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