Wealth Insurance Strategy Lead for Advisors

CAPTRUST; Oklahoma City (OK); 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

Job summary

CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, focusing on life insurance and annuities. This individual will lead insurance strategy, manage relationships with external partners and support sales activity.

The ideal candidate has significant life insurance experience, thrives in a collaborative environment, and effectively manages priorities while ensuring client satisfaction. This role requires a Bachelor's degree, 6+ years in life insurance, and a Series 24 license.

Qualifications

• Bachelor's degree in related field or equivalent experience.
• 6+ years of life insurance experience required.
• Registered representative with wealth management industry experience.

Responsibilities

• Oversight of our wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Manage relationships with external insurance partners.

Skills

Wealth management client facing experience

Strong communication skills

Technology savvy

Organizational skills

Education

Bachelor’s degree in related field or equivalent experience

6+ years of Life Insurance experience

Series 24 license

Tools

Microsoft Office

Job description

CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, focusing on life insurance and annuities. This individual will lead insurance strategy, manage relationships with external partners and support sales activity.

The ideal candidate has significant life insurance experience, thrives in a collaborative environment, and effectively manages priorities while ensuring client satisfaction. This role requires a Bachelor's degree, 6+ years in life insurance, and a Series 24 license.