Wealth Insurance Strategy Lead

CAPTRUST; Des Moines (IA); On-site; USD 115,000 - 180,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Paid time off (PTO) and Paid Sick Leave

Job summary

CAPTRUST is seeking a Wealth Solutions Insurance Manager to lead insurance strategy and support financial advisors in delivering comprehensive solutions. The position focuses on life insurance and annuities, requiring strong client service skills and the ability to manage multiple priorities. The ideal candidate should have over 6 years in life insurance with a Series 24 license.

Position based in Des Moines, Iowa, offers a competitive salary and benefits, emphasizing a collaborative work environment.

Qualifications

• 6+ years of Life Insurance experience.
• Series 24 license required.
• Registered representative with wealth management industry experience.

Responsibilities

• Oversee wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Connect insurance advisors with resources across the firm.
• Own relationships with external insurance brokers.
• Support ongoing insurance sales efforts.
• Create and manage project plans as needed.
• Monitor activities and enhance service models.

Skills

Life Insurance experience

Registered representative qualification

Communication skills

Interpersonal skills

Organizational skills

Financial planning strategies knowledge

Technology proficiency

Education

Bachelor’s degree in related field or equivalent experience

Tools

Microsoft Office

Job description

CAPTRUST is seeking a Wealth Solutions Insurance Manager to lead insurance strategy and support financial advisors in delivering comprehensive solutions. The position focuses on life insurance and annuities, requiring strong client service skills and the ability to manage multiple priorities. The ideal candidate should have over 6 years in life insurance with a Series 24 license.

Position based in Des Moines, Iowa, offers a competitive salary and benefits, emphasizing a collaborative work environment.