Wealth Insurance Strategy Lead for Advisors

CAPTRUST; Leawood (KS); 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 and company match

Paid time off (PTO) or Paid Sick Leave (PSL)

Job summary

CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions. This role requires leading insurance strategy and managing relationships with external insurance partners. The ideal candidate has strong life insurance experience and thrives in a collaborative environment.

The salary range is $115,000 to $180,000 depending on experience. CAPTRUST offers a diverse workforce and inclusive work environment, with a strong emphasis on personal growth and service.

Qualifications

• 6+ years of life insurance experience required.
• Ability to lead insurance strategy and execution.
• Experience managing relationships with insurance partners.

Responsibilities

• Oversee wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Work with advisors to connect them with insurance resources.

Skills

Life Insurance experience

Communication skills

Interpersonal skills

Organizational skills

Technology savvy

Education

Bachelor's degree in related field

Registered representative with wealth management experience

Series 24 license

Tools

Microsoft Office

Job description

CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions. This role requires leading insurance strategy and managing relationships with external insurance partners. The ideal candidate has strong life insurance experience and thrives in a collaborative environment.

The salary range is $115,000 to $180,000 depending on experience. CAPTRUST offers a diverse workforce and inclusive work environment, with a strong emphasis on personal growth and service.