Director
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Job Level
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
Benefits
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- 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 expertiseIULLTCVULannuitiesdisabilityP&L managementKPI reportinganalytics trackingadvisor training
Soft Skills
leadershipnegotiationrelationship managementcommunicationteam buildingtraining program developmentengagementstrategic planningproblem solvingcollaboration
Certifications
Life & Health license