Senior Insurance Sales Specialist

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Insurance Sales Specialist driving advisor adoption of life, long-term care, and disability solutions. Shaping insurance integration into comprehensive financial planning for clients in a hybrid role.

Posted 5/29/2026full-timeDallas • Texas • 🇺🇸 United StatesSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

insurance solutionscase designsales executionpolicy analysisproduct knowledgeadvisor engagementclient strategiesfinancial goalstraining deliveryconsultative skills

Soft Skills

trusted advisorcollaborative mindsetsolutions-orientedinfluencing outcomesconfidence in presentingengaging trainingactionable guidancecommunication skillsrelationship buildingstrategic thinking

Tools & Technologies

marketing resourcestraining sessionsclient outcomessales strategiescase executionadvisor supportillustrationsfinancial planning toolsregional eventscollaboration platforms

Certifications & Qualifications

Active State Insurance LicenseSeries 6Series 7CLUChFCCFPBachelor’s degreeprofessional designationsinsurance sales certificationfinancial services certification

Industry Keywords

life insurancelong-term care insurancedisability insuranceadvisor adoptioninsurance carrierscase designclient strategiessales experiencefinancial goalsinsurance solutions

About the role

Key responsibilities & impact

Drive Advisor Adoption & Growth
Lead the expansion of life, LTC, and disability solutions by helping advisors confidently integrate insurance into client strategies and planning conversations.
Deliver High-Value Case Design
Analyze existing policies, identify gaps, and design tailored insurance solutions that align with client needs and long-term financial goals.
Be a Trusted Advisor to Advisors
Provide actionable guidance, illustrations, and insights that help advisors position insurance effectively with clients.
Elevate Advisor Capability
Deliver engaging training sessions at conferences and regional events, helping advisors build confidence and deepen product knowledge.
Collaborate Across the Firm
Partner with Regional Growth Teams, Advanced Planning, Community Leaders, and Nelson Financial Group (NFG) to drive coordinated sales strategies and better client outcomes.
Strengthen IMO and Carrier Partnerships
Work closely with insurance carriers to enhance product utilization, streamline case execution, and improve advisor experience.
Support Sales Execution
Provide tools, marketing resources, and responsive support to move cases forward from initial concept through implementation.

Requirements

What you’ll need

Active State Insurance License (required)
Series 6 or 7 (required)
~10+ years of relevant sales experience
Bachelor’s degree (preferred) or equivalent industry experience
Professional designations such as CLU, ChFC, or CFP (preferred)
Proven success in insurance sales and advisor engagement, with the ability to influence outcomes and drive adoption
Deep expertise in life, long-term care, and disability insurance solutions
Strong consultative skills, able to translate complex products into clear, compelling strategies
Confidence in presenting to groups and delivering impactful training sessions
A collaborative, solutions-oriented mindset with a focus on client and advisor outcomes

Benefits

Comp & perks

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.