Insurance Manager – Life Insurance, Disability Insurance, Long-Term Care & Annuities
OnePoint BFG
Job Summary
The Insurance Manager will lead the life insurance, long-term care, disability insurance and annuities division within OnePoint BFG, reporting directly to the Head of Financial Planning. This role is responsible for developing and overseeing underwriting, placement, and illustration production functions for life insurance, disability insurance, long-term care, and annuity products, building and managing a high-performing team, and providing ongoing training. The Manager will drive new business initiatives and support financial advisors in selecting appropriate solutions for their clients.
Key Responsibilities
- Underwriting & Placement:
- Design, implement, and optimize underwriting and placement processes to ensure efficient and compliant insurance and annuity solutions. Collaborate with carriers to secure competitive rates and favorable terms for clients.
- Illustration Production:
- Oversee the development of accurate and compelling insurance and annuity illustrations that support advisor recommendations and client presentations.
- Team Building & Management:
- Recruit, train, and supervise a team of insurance professionals. Foster a collaborative environment focused on professional development and service excellence.
- Training & Development:
- Develop and deliver training programs for staff and financial advisors to enhance knowledge of life insurance, disability insurance, long-term care, and annuity products.
- Business Development:
- Identify and pursue opportunities to expand OnePoint BFG’s insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives.
- Advisor Support:
- Serve as a subject matter expert, assisting financial advisors in evaluating and selecting suitable insurance, long-term care, and annuity products for their clients. Provide ongoing guidance and support throughout the sales and service process. Support advisors through licensing process.
Required Qualifications
- Minimum 8 years of experience in life insurance, long-term care insurance, disability insurance and annuities, preferably within a registered advisory or broker-dealer environment.
- Bachelor’s degree in business, finance, or a related field; advanced credentials (CLU®, ChFC®, CFP®) are highly valued.
- Demonstrated expertise in underwriting, placement, and illustration production for life insurance, disability insurance and annuity products.
- Strong understanding of regulatory requirements and compliance standards.
- Proven track record in team leadership and staff development.
Desired Skills and Competencies
- Exceptional leadership and team management abilities.
- Outstanding communication and interpersonal skills.
- Strategic thinking and business development acumen.
- Comprehensive industry knowledge and technical proficiency in insurance and annuities.
- Ability to build effective relationships with advisors, carriers, and partners.
- Problem-solving orientation and attention to detail.
Compensation and Benefits
OnePoint BFG offers a competitive compensation package commensurate with experience, including base salary, performance incentives, and a comprehensive benefits program. Details will be discussed during the interview process.
Application Process
Qualified candidates are invited to submit a resume and cover letter outlining relevant experience and qualifications. Please send application materials to careers@onepointbfg.com. Only candidates selected for interviews will be contacted.
