Wealth Insurance Strategy Lead

CAPTRUST; Chicago (IL); On-site; USD 115,000 - 180,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Paid time off (PTO)

Job summary

CAPTRUST is looking for a Wealth Solutions Insurance Manager based in Chicago to support financial advisors in wealth management solutions focusing on life insurance. You will oversee insurance strategies, manage relationships with external partners, and ensure regulatory compliance.

The ideal candidate should possess a Bachelor's degree, 6+ years in life insurance, strong communication skills, and the ability to work collaboratively. Benefits include health coverage, discretionary bonuses, and a compensation range of $115,000 to $180,000.

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• 6+ years of Life Insurance experience.
• Registered representative with wealth management industry experience.

Responsibilities

• Oversight of our wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Build and maintain strong relationships with technology, product, and business teams.

Skills

Life Insurance experience

Wealth management client facing experience

Strong communication skills

Organizational skills

Technology savvy

Education

Bachelor’s degree in related field or equivalent experience

6+ years of Life Insurance experience

Tools

Microsoft Office

Job description

CAPTRUST is looking for a Wealth Solutions Insurance Manager based in Chicago to support financial advisors in wealth management solutions focusing on life insurance. You will oversee insurance strategies, manage relationships with external partners, and ensure regulatory compliance.

The ideal candidate should possess a Bachelor's degree, 6+ years in life insurance, strong communication skills, and the ability to work collaboratively. Benefits include health coverage, discretionary bonuses, and a compensation range of $115,000 to $180,000.