Insurance Strategist Associate: Case Design & Carriers

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

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.