Wealth Insurance Strategy Lead for Advisors

CAPTRUST; Indianapolis (IN); 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

Flexible spending accounts

Paid time off (PTO)

Job summary

CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors in delivering wealth management solutions, focusing on life insurance and annuities. You will lead insurance strategy and manage relationships with external partners while ensuring high client service standards.

The ideal candidate will have significant experience in life insurance, thriving in a team-oriented environment. CAPTRUST promotes a positive culture with strong opportunities for personal growth.

Benefits include health coverage, 401(k) match, and a discretionary bonus.

Qualifications

• Experience managing relationships with external partners.
• Strong background in life insurance and annuities.
• Ability to thrive in a collaborative environment while managing priorities.

Responsibilities

• Lead insurance strategy development and implementation.
• Support sales activity and regulatory oversight.
• Track metrics and monitor activities to enhance service delivery.

Skills

Wealth management client facing experience

Strong communication skills

Good organizational skills

Strong background in financial planning

Technology savvy

Education

Bachelor’s degree in related field or equivalent experience

6+ years of Life Insurance 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 to support financial advisors in delivering wealth management solutions, focusing on life insurance and annuities. You will lead insurance strategy and manage relationships with external partners while ensuring high client service standards.

The ideal candidate will have significant experience in life insurance, thriving in a team-oriented environment. CAPTRUST promotes a positive culture with strong opportunities for personal growth.

Benefits include health coverage, 401(k) match, and a discretionary bonus.