Wealth Insurance Strategy Lead for Advisors

CAPTRUST; San Diego (CA); On-site; USD 115,000 - 180,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Paid time off (PTO)

Job summary

CAPTRUST is seeking a Wealth Solutions Insurance Manager to oversee insurance strategy and support financial advisors. This role requires managing relationships with external insurance partners and enhancing service models while ensuring regulatory compliance.

The ideal candidate has extensive life insurance expertise and thrives in collaborative environments. Benefits include health coverage, PTO, and a competitive salary ranging from $115,000 to $180,000.

Qualifications

• 6+ years of Life Insurance experience.
• Registered representative with wealth management industry experience.
• Strong background/knowledge with financial planning strategies.

Responsibilities

• Oversight of wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Work with insurance licensed and unlicensed advisors.

Skills

Life Insurance experience

Wealth management client facing

Communication skills

Interpersonal skills

Organizational skills

Education

Bachelor’s degree in related field

Series 24 license

Tools

Microsoft Office

Job description

CAPTRUST is seeking a Wealth Solutions Insurance Manager to oversee insurance strategy and support financial advisors. This role requires managing relationships with external insurance partners and enhancing service models while ensuring regulatory compliance.

The ideal candidate has extensive life insurance expertise and thrives in collaborative environments. Benefits include health coverage, PTO, and a competitive salary ranging from $115,000 to $180,000.