Senior Insurance & Planning Solutions Leader for Advisors

Cambridge Investment Research, Inc.; Phoenix (AZ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, vision, dental, life, and LTD

Vacation and sick time

401K with company match

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. seeks a Director of Insurance Solutions to leverage planning and insurance offerings for financial professionals and advisors.

You will build advisor relationships and collaborate across teams to drive growth. Responsibilities include sales development, demonstrations, training, and consulting to integrate planning strategies with wealth management, while monitoring market trends and liaising with product and marketing.

Qualifications

• Bachelor's degree or higher in a related field is preferred.
• 3+ years of experience in financial planning, insurance solutions, wealth management, or related consultative sales.
• Experience working directly with Financial Advisors is strongly preferred.

Responsibilities

• Drive sales and business development by increasing adoption of Cambridge's insurance and financial planning solutions through advisor outreach, referrals, networking, and partnerships.
• Develop and maintain strong advisor relationships across Cambridge's network as a trusted consultant on planning and insurance solutions.
• Lead product demonstrations and training, onboarding and ongoing education for financial professionals, and stay current on product enhancements and industry trends.
• Partner with financial professionals to understand client goals and recommend planning and insurance solutions within wealth management discussions.
• Monitor industry trends, provide market intelligence, and communicate recommendations to product, technology, and leadership teams.
• Collaborate with Insurance Solutions, Marketing, Technology, and Advisor Support to drive advisor success.

Skills

Financial planning

Insurance solutions

Advisor relationships

Consultative sales

Education

Bachelor's degree in Finance

Job description

Cambridge Investment Research, Inc. seeks a Director of Insurance Solutions to leverage planning and insurance offerings for financial professionals and advisors.

You will build advisor relationships and collaborate across teams to drive growth. Responsibilities include sales development, demonstrations, training, and consulting to integrate planning strategies with wealth management, while monitoring market trends and liaising with product and marketing.