Insurance Advisory Services Partner
Location: Southwestern US (AZ, CO, CA)
Department: Insurance Advisory Services
Overview:
WealthPoint is looking to add an experienced Insurance Advisory Services (IAS) Partner to our team. In this role, the IAS Partner is responsible for generating insurance opportunities with clients and being the lead point of contact throughout the underwriting and insurance placement process. Through its investments in personnel, technology and development of processes, WealthPoint has the team and systems to efficiently process insurance business and grow an existing agent’s book of business and skillset. WealthPoint is looking for an IAS Partner who has the core competencies to process insurance cases but is looking to leverage the firm’s capabilities to grow their book of business.
Key Characteristics:
- Buys into WealthPoint’s thought process and methodology on insurance solutions
- Good cultural fit
- Knows how to sell
- Collaborator/team player
- Technically/intellectually curious individual
- Hungry/passionate
- Social IQ
- Must have corporate and personal relationship skills
- Has an existing insurance practice but is looking to expand his or her service offering
- Case design/underwriting capabilities
- Policy reviews
- Marketing initiatives
- Technical skills/advanced planning concepts
Benefits:
- Join a proven firm with an experienced and highly skilled underwriting and case design personnel
- Specializes in various advanced planning concepts and strategies including premium financing, private placement, qualified plans, charitable planning, estate planning, business strategies, large/jumbo cases and other concepts
- Access to other experienced insurance partners within the firm (i.e. internal study group)
- Ability to work in an agnostic and multi-disciplinary firm
- Proprietary policy review systems for annual reviews and market studies for your existing book of business
- Fast-growing firm with a fun, team-centric work environment
- Level V payout rate on commissions due to aggregated production
- Member firm of NFP/PartnersFinancial
Business Advisory Services Partner
Location: Southwestern US (AZ, CO, CA)
Department: Business Advisory Services
Overview:
WealthPoint is looking to add an experienced Business Advisory Services (BAS) Partner to our team. In this role, the Partner would serve as the lead on our BAS engagements and be responsible for providing consulting services to our clientele. Our objective is to help change our client’s path by advising them on various strategies, structures or techniques so their future better aligns with what their macro-goals and objectives. We serve as the lead advisor for the family groups that we work with to provide deep discovery about what they want their future to look like, research and technical analysis to source the best strategy and implement on the solution by holding all accountable parties accountable. This role is crucial to being able to help more entrepreneurs and expanding our BAS practice.
Key Characteristics:
- Buys into WealthPoint’s thought process and methodology
- Good cultural fit
- Knows how to sell
- Collaborator/team player
- Technically/intellectually curious individual
- Hungry/passionate
- Social IQ
- Must have corporate and personal relationship skills
- Former owner/operator/executive of successful company
Benefits:
- Join a proven firm with an experienced and highly skilled operational and technical personnel
- Specializes in various concepts and strategies including succession and exit planning, value growth/maximization strategies, strategic planning, sales and operational expertise, wealth transfer planning, estate planning, executive compensation, insider transactions, Employee Stock Ownership Plans (ESOPs), personal and business cash flow planning, valuation modeling and other strategies
- Proven marketing model to generate leads and opportunities with business-owners
- Access to WealthPoint’s Unique Process
- Access to other experienced business advisory Partners within the firm (i.e. internal study group)
- Ability to work in an agnostic and multi-disciplinary firm
- Fast-growing firm with a fun, team-centric work environment
- Ability to have a life-changing impact for our clients
Client Ambassador
Location: United States – Work in Office or Remote
Department: Insurance Advisory Services
Overview:
WealthPoint is looking to add an experienced life insurance underwriter to our Insurance Advisory Services (IAS) team. In this role, the primary job responsibilities include managing the life insurance new business process, reviewing medical records, negotiating with insurance carriers to improve underwriting offers and developing ways to improve our underwriting process.
Key Characteristics:
- Good cultural fit
- Logical thought process
- Pay close attention to detail
- Bachelor’s degree in business, finance, accounting or equivalent work experience
- Collaborator/team player
- Motivated
- Highly organized
- Able to set and meet deadlines
- Effective written and verbal communication skills
- Interpersonal skills
- Ideally, have 5+ years’ work experience in a related position (life insurance new business processing and understanding of underwriting process)
Benefits:
- Join a proven firm with an experienced and highly skilled sales and operations personnel
- Career-development opportunities in underwriting and life insurance
- Ability to work in an agnostic and multi-disciplinary firm
- Fair and competitive pay with a significant bonus program
- Medical benefits, §401(k) plan and respective employer match, PTO and flexibility to work remote
- Fast-growing firm with a fun, collaborative team atmosphere and culture
- Member firm of NFP/PartnersFinancial
