Manager, Insurance Sales
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Salary
💰 $120,000 per year
About the role
- Drive Revenue & Adoption
- Lead insurance revenue growth initiatives and increase advisor utilization of life, long‑term care, and disability insurance within holistic financial planning.
- Champion the integration of risk management solutions into advisor practices.
- Design, implement, and execute sales campaigns aligned with firmwide strategic priorities.
- Define and maintain a strong insurance opportunity pipeline in partnership with internal teams and external carriers.
- Deliver and coordinate impactful sales training for advisors through national conferences, regional meetings, onboarding programs, and other forums.
- Translate complex insurance concepts into clear, actionable guidance for advisors.
- Partner with Regional Growth Teams, Advanced Planning, Recruiting, and NFG Brokerage to accelerate insurance adoption and sales effectiveness.
- Collaborate with insurance carrier sales teams to enhance solution awareness, positioning, and usage across the advisor base.
- Review and understand due diligence materials for life, long‑term care, and disability insurance solutions offered on the Cetera risk management platform.
- Serve as a liaison to the Due Diligence team, supporting ongoing monitoring of carrier strength, stability, and competitiveness.
- Lead, coach, and develop a team of five experienced insurance sales specialists.
- Drive accountability to individual KPIs, support professional development, and foster a high‑performance, high‑engagement team culture.
Requirements
- Bachelor’s degree in business, Finance, Economics, Accounting, or a related field.
- 7–10 years of sales management experience within the insurance industry.
- 10+ years of experience in insurance sales, including life, long‑term care, and disability products.
- Active Life and Health Insurance license.
- Series 7 and/or Series 6 registration.
- Strong working knowledge of insurance applications and underwriting processes.
- Ability to travel up to 40%.
Benefits
- Generous incentive compensation package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales managementinsurance salesrisk management solutionssales campaignsinsurance applicationsunderwriting processesKPI accountabilityteam developmentsales trainingfinancial planning
Soft Skills
leadershipcoachingcollaborationcommunicationstrategic thinkingproblem-solvingadaptabilityengagementmentoringrelationship building
Certifications
Life and Health Insurance licenseSeries 7 registrationSeries 6 registration