Wealth Insurance Strategy Lead for Advisors

CAPTRUST; Draper (UT); On-site; USD 115,000 - 180,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Employer 401(k) plan

Paid time off

Job summary

CAPTRUST is looking for a Wealth Solutions Insurance Manager in Draper, Utah. This role focuses on leading insurance strategy and managing relationships with external partners while supporting financial advisors.

The ideal candidate will have over 6 years of life insurance experience, possessing a Series 24 license and strong client service skills. The position includes overseeing insurance solutions, coordinating teams, and contributing to a collaborative work environment.

Join CAPTRUST for a dynamic culture and supportive employee benefits.

Qualifications

• Minimum of 6 years of experience in Life Insurance.
• Registered representative with wealth management industry experience.
• Strong financial planning knowledge.
• Ability to manage relationships with insurance partners.
• High standard of client service.

Responsibilities

• Oversee wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Coordinate with internal teams and external brokers.
• Support sales activities and ensure regulatory oversight.
• Automate functions where possible.

Skills

Life Insurance experience

Wealth management client facing experience

Communication skills

Organizational skills

Education

Bachelor’s degree in related field or equivalent experience

Registered representative with wealth management industry experience

Series 24 license

Tools

Microsoft Office

Job description

CAPTRUST is looking for a Wealth Solutions Insurance Manager in Draper, Utah. This role focuses on leading insurance strategy and managing relationships with external partners while supporting financial advisors.

The ideal candidate will have over 6 years of life insurance experience, possessing a Series 24 license and strong client service skills. The position includes overseeing insurance solutions, coordinating teams, and contributing to a collaborative work environment.

Join CAPTRUST for a dynamic culture and supportive employee benefits.