The Director of Insurance Solutions serves as a trusted resource to financial professionals by demonstrating the value of Cambridge's planning and insurance solutions, identifying opportunities to enhance client outcomes, and helping advisors integrate planning strategies into their practices. The successful candidate will develop strong advisor relationships while collaborating across teams to support business growth.
Essential Duties and Responsibilities
Sales and Business Development
Identify opportunities to increase adoption of Cambridge's insurance and financial planning solutions through Advisor outreach, referrals, networking, and internal partnerships.
Build and maintain a pipeline of prospective and existing Advisor opportunities.
Conduct consultative sales meetings, demonstrations, and presentations with financial professionals.
Identify opportunities for solution enhancements, upgrades, and increased advisor engagement.
Advisor Relationship Management
Develop and maintain strong relationships with financial professionals throughout the Cambridge network.
Serve as a trusted consultant on financial planning and insurance-related solutions.
Act as the primary point of contact for advisors utilizing planning and insurance technology platforms.
Product Demonstrations and Training
Conduct comprehensive demonstrations highlighting key functionality, features, and value propositions.
Provide onboarding, training, and ongoing educational support to financial professionals.
Stay current on product enhancements, industry trends, and planning strategies to ensure accurate and effective guidance.
Insurance and Financial Planning Consultation
Partner with financial professionals to understand client goals and recommend solutions that support comprehensive financial planning.
Leverage financial planning expertise to help advisors effectively utilize available technology and insurance planning resources.
Support advisors in integrating planning strategies into broader wealth management discussions.
Strategic Market Intelligence
Monitor industry trends, competitive offerings, regulatory developments, and advisor needs.
Gather advisor feedback and communicate recommendations to product, technology, and leadership teams.
Contribute insights to future product enhancements, sales initiatives, and strategic growth opportunities.
Collaboration
Partner with Insurance Solutions, Marketing, Technology, Business Development, and Advisor Support teams to drive advisor success.
Participate in conferences, advisor events, training programs, and internal meetings.
Collaborate across departments to develop initiatives that increase advisor adoption and business growth.
What We Are Looking For
Bachelor's degree in Finance, Business, Financial Planning, Marketing, or a related field preferred.
3+ years of experience in financial planning, insurance solutions, wealth management, or a related consultative sales environment.
Experience working directly with Financial Advisors strongly preferred.
Certificates and Licenses
Preferred
CLU Designation
ChFC Designation
FINRA Series 7 License
Travel
Ability to travel as needed to support advisor meetings, conferences, and business development efforts (approximately 20%)
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- Bachelor's degree in Finance, Business, Financial Planning, Marketing, or a related field
- 3+ years of experience in financial planning, insurance solutions, wealth management, or a related consultative sales environment
- Experience working directly with financial advisors
- CLU designation
- ChFC designation
- FINRA Series 7 license
- Ability to travel approximately 20% as needed
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
