Senior Insurance Advisor, Wealth Insurance, GWM

Senior Insurance Advisor, Wealth Insurance, GWM

Requisition ID 265075

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Senior Insurance Advisor works under the guidance of an established Senior Insurance Consultant (SIC) to help drive life insurance results within a growing region. The incumbent will work with advisors across all business lines to raise awareness of these important solutions and enable advisors to introduce them to their clients more consistently and effectively. The SIA will specialize in mid-market permanent insurance sales, allowing the SIC to focus on larger, more complex cases.

The SIA role is a consideration for growing regions achieving ~$4MM in revenue per SIC; requiring an SIA role to be introduced to properly service and continue to grow the sales in the region. The expectation is that this role is a steppingstone to becoming a fully commissioned SIC within a 3-to-5-year period.

Accountabilities

• Works with clients on mid-market permanent insurance sales and cases too complex for the Existing Lifestyle IC role. This includes developing and presenting strategies and analysis; meeting with clients and advisors to assess needs and opportunities; completing documentation required to implement solutions, communicating with advisors andclients throughout the underwriting process, delivering policies; and support servicing of inforce block in assigned region. It also includes ensuring that all business requirements and compliance standards are met or exceeded and that clients receive the optimal solution that is in their best interests.
• Works within the framework of the existing SIC’s team to builds and maintains strong relationships throughout the region with advisors and other Client Solutions colleagues. This includes driving the integration of insurance solutions into the total wealth planning process; supporting the planners’ ability to position them effectively as part of the plan recommendations; and partnering with internal partners around incorporating insurance into their efforts to support the delivery of Tota