AVP, Insurance Solutions & Advisor Enablement

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

- 7-10 years of experience in insurance sales, advisor support, or wholesaling within a BD or RIA environment

- 3-5 years delivering training, education, and sales enablement programs

- Strong understanding of insurance planning strategies and product solutions

- Proven ability to work with financial advisors and influence behavior

- Excellent communication, presentation, and relationship management skills

- Professional designations such as CLU, ChFC, CFP, or other insurance and financial planning credentials are preferred.

- Familiarity with advisor technology platforms, CRM systems, and sales analytics tools used to drive engagement and business growth.