AVP, Insurance Solutions & Advisor Enablement
Core
Driving advisor adoption, competency, and execution of insurance solutions across the East Coast by delivering training, developing playbooks, and supporting advisors throughout the insurance sales lifecycle.
Role type
Senior IC sales enablement and training lead
Builds
Scalable sales tools, conversation guides, educational materials, and training programs for financial advisors
Domain
Financial services / Insurance sales enablement
Deliverable
product features
Required skills
Insurance planning strategies, advisor behavior influence, training program delivery, sales lifecycle coordination, stakeholder engagement, strategic initiative execution
Preferred skills
Professional designations (CLU, ChFC, CFP), familiarity with advisor technology platforms and CRM systems
Technologies
CRM systems, sales analytics tools
Responsibilities
Educate advisors on insurance products and planning strategies, lead webinars and workshops, develop and maintain playbooks, coordinate joint sales campaigns with partners, monitor pipeline activity to improve conversion rates, align enablement efforts with firm-wide wealth management priorities
Seniority
Senior, hands-on IC
