Father Gabriel Richard High School - Ann Arbor, Michigan

Director

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Job Level

Lead

About the role

  • Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
  • Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
  • Negotiate and manage relationships with carriers, BGAs, and technology vendors
  • Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
  • Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
  • Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
  • Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
  • Establish compliance and governance frameworks in partnership with Legal and Operations
  • Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
  • Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform

Requirements

  • 10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
  • Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
  • Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
  • Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
  • Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows.
  • Experience at the intersection of broker-dealer and RIA structures
  • FINRA Series 6, 7, or 65/66
  • Advanced credentials (CLU®, ChFC®, CFP®, MBA)
  • Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)
Benefits
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance product expertiselife insuranceannuitieslong-term care (LTC)disability insurancefinancial planning integrationP&L managementKPI reportinganalytics trackingadvisor training
Soft Skills
leadershipnegotiationrelationship managementcommunicationtraining and enablementstrategic thinkingteam buildingengagementproblem-solvingorganizational skills
Certifications
Life & Health licenseFINRA Series 6FINRA Series 7FINRA Series 65FINRA Series 66CLU®ChFC®CFP®MBA