Nationwide: Remote or Hybrid
Date Posted

National Director of Insurance

Job Summary:

The Director of Insurance Solutions leads our client’s Insurance group to contribute to the overall growth, productivity and success of the firm. We are looking for a highly competent leader with strong insurance knowledge to ensure our insurance capabilities complement our wealth management teams while upholding our fiduciary responsibility to clients.

Essential Job Functions:

  • Operations & Administration
    • Manage strategic partnerships with external insurance service providers to deliver solutions for clients.
    • Manage Insurance risk committee to ensure fiduciary duty to clients and best-in-class selection of products/solutions for clients
    • Develop processes and procedures for referral flow to insurance providers
    • Responsible for overall profitability and growth of insurance group
    • Develops/updates “playbook” of strategic and tactical actions to increase growth and understanding of the insurance value proposition
    • Ensure collaboration with internal departments (e.g., marketing, compliance, operations, finance) for the successful design and delivery of the insurance business model
  • Business development
    • Ensure a cohesion exists between advisors and insurance service providers
    • Develop and deliver both internal and external messaging around our insurance solutions
    • Develop and provide educations programs for advisors on how to identify clients’ needs for insurance and make referrals to insurance service providers
    • Facilitate consistent existing client engagement with insurance through strategic/tactical sales plans
  • Talent Management
    • Lead existing insurance operations and business development team members


  • 15+ years of insurance industry experience preferred; high degree of knowledge of insurance solutions and products, including life, P&C, LTC, and annuities
  • State Life, Accident & Health, P&C licenses required, ability to obtain non-resident licenses in all fifty states.
  • Experience with running a high functioning insurance platform, ideally within the RIA industry, including developing the business plans and delivering consistent results
  • Clean regulatory record required
  • Strong desire to facilitate the growth of an evolving platform
  • Attention to detail and quality of service in all aspects of relationship management
  • Excellent client service skills. Ability to quickly identify and respond to internal and external client needs
  • Professional verbal, written communication, and interpersonal skills, as well as the ability to influence others

Working Conditions:

Professional office environment. Working inside, sitting, standing. No heavy lifting over 10 lbs. Travel assumed up to 10%.