Director of Insurance

<ul>
<li>Conduct client needs analyses, policy reviews, and carrier and product comparisons to identify the most suitable solutions.</li>
<li>Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors.</li>
<li>Drive insurance department revenue growth through new client acquisition, cross-selling within the firm's existing client base, and expansion of product and service offerings.</li>
<li>Build and lead the insurance department, including hiring, training, and mentoring staff as the practice grows.</li>
<li>Track and report on department performance, production metrics, and client retention.</li>
</ul><h2>Requirements</h2><ul>
<li>3+ years of experience in insurance sales or planning, with a proven track record building or leading an insurance practice or department.</li>
<li>Active life and health insurance license required; property and casualty license preferred.</li>
<li>CLU, ChFC, or similar insurance-focused designation preferred; CFP a plus.</li>
<li>Deep knowledge of life, disability income, and long-term care insurance products and underwriting.</li>
<li>Experience integrating insurance planning within a wealth management or financial planning practice strongly preferred.</li>
</ul><h2>Benefits</h2><ul>
<li>Comprehensive health, dental, life, and short and long term disability insurance.</li>
<li>401(k) with company match.</li>
<li>Generous paid time off.</li>
<li>Competitive base salary plus performance based incentive compensation.</li>
<li>A small, collaborative firm environment with direct access to leadership and a real seat at the table.</li>
</ul>