Our client, a respected insurance-focused advisory firm, is seeking an experienced and driven Lead Financial Advisor to join their team. This role is heavily focused on business development, with approximately 75% of time dedicated to identifying and engaging new clients within an upscale market. The ideal candidate will excel in case design, focusing on crafting insurance solutions that meet the unique needs of high-net-worth clients. This firm does not manage investments, allowing the advisor to concentrate exclusively on insurance planning.
Key Responsibilities
- Proactively source and develop new client relationships within high-net-worth segments, utilizing prospecting and networking skills.
- Conduct thorough client assessments to design and present tailored insurance strategies, including life, disability, and long-term care solutions.
- Collaborate closely with clients, conducting regular reviews and adjustments to their insurance plans as needed.
- Keep informed of industry developments, insurance products, and regulatory changes affecting high-net-worth insurance planning.
Qualifications
- Proven experience in a client-facing advisory role, with a preference for candidates specializing in insurance.
- Expertise in case design for high-net-worth clients, with a focus on insurance solutions.
- Strong business development skills and a comfort level working within an upscale market.
- Excellent interpersonal skills, able to build and maintain long-term client relationships.
- Ability to work in-office 2-3 days per week for team collaboration and client meetings.
Benefits
- Hybrid work schedule with flexible in-office days.
- Comprehensive benefits package, including health insurance, retirement plan options, and professional development.
Compensation
- Base Salary: $75,000 - $120,000
- On-Target Earnings (OTE): ~$150,000 with performance-based bonuses and commission opportunities
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
