AVP, Insurance Strategy & Distribution
Core
Driving growth and positioning of the firm's insurance business across the West Coast by leading strategic partnerships with Broker General Agencies (BGAs) and carriers.
Role type
Senior Vice President, Insurance Strategy & Distribution
Builds
Insurance platform, distribution strategies, and revenue growth for wealth management advisors
Domain
Financial Services / Wealth Management / Insurance Distribution
Deliverable
product features
Required skills
Strategic partnership management, BGA relationship management, carrier relationship management, negotiation, distribution strategy development, advisor segmentation, sales campaign design, data-informed decision-making, cross-functional leadership
Preferred skills
Professional designations (CLU, ChFC, CFP), familiarity with advisor technology platforms, CRM systems, sales analytics tools
Technologies
CRM systems, sales analytics tools
Responsibilities
Lead BGA relationship management including governance and strategic alignment; Manage carrier relationships to influence product access; Negotiate economics and revenue sharing agreements; Develop and execute regional insurance distribution strategies; Present insurance solutions at Home Office Visits and regional events; Drive collaboration with Success Managers and internal stakeholders
Seniority
Senior, hands-on IC with strategic leadership