Wealth Protection Strategies Manager
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Leawood • Kansas • United States
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About the role
- Develop and launch the wealth protection strategies department, including service offerings, client onboarding processes and internal workflows.
- Facilitate consultation and needs assessment with individuals and families, including strategies for insurance policies, financial resources, and specific needs related to health, life, property, and other assets.
- Work closely with wealth managers to create integrated wealth protection strategies plans that align with clients’ overall financial strategies.
- Ensure that all wealth protection strategies services comply with legal, tax and financial regulations, and keep up to date with evolving legislation.
- Cultivate strong client relationships through regular communication, reviews of wealth protection strategies plans and proactive updates.
- Provide ongoing training and support to wealth managers and staff on wealth protection concepts and strategies, enabling them to identify opportunities for client engagement.
- Drive revenue generation by promoting wealth protection services to existing and prospective clients, and identifying cross-selling opportunities within the wealth management practice.
- Report to senior leadership on key performance indicators, adoption rates and client satisfaction.
Requirements
- Insurance Licensing or other relevant professional certification in insurance, risk or financial services.
- At least 5 years of Long-term-care (LTC) insurance advisory experience
- Deep knowledge of Disability Insurance, Life Insurance, LTC Insurance and other similar products and services
- 2 years in a leadership role
- Excellent communication and interpersonal skills, with a client-focused mindset
- Successful track record of building solutions
- Proficiency in insurance solutions software and financial management tools including CRMs (Salesforce)
- Strong understanding of the wealth management industry and regulatory environment
- Bachelor’s degree in finance, business, or related field (preferred)
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Long-term-care insuranceDisability InsuranceLife Insuranceinsurance advisoryfinancial managementclient onboarding processeswealth protection strategiescross-sellingregulatory complianceperformance indicators
Soft Skills
communicationinterpersonal skillsclient-focused mindsetleadershiprelationship buildingproactive updatestraining and supportconsultationneeds assessmentsolution building
Certifications
Insurance Licensingprofessional certification in insurancecertification in risk managementcertification in financial services