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Summary
The Senior Insurance Solutions Specialist is responsible for supporting and marketing the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes creating and leading in the execution of marketing plans, setting direction and leading relationships with carriers and general agents. The Senior Insurance Solutions Specialist helps determine the overall training strategy for insurance products, creates and delivers presentations on advanced insurance concepts in-person and via electronic media, and serves as Firm's expert in products, and advanced insurance concepts for estate planning, business owners, and ultra-high net worth clients.
Essential Duties & Responsibilities
- Communicates updates, maintains and coordinates sales strategies, marketing campaigns and branch visits to create product awareness and increase sales penetration of insurance products.
- Travels to branch offices to meet with Financial Advisors, support staff and clients to deliver training and insurance solutions.
- Works with Financial Advisors to assist in advanced insurance concepts related to ultra-high net worth clients, business owners including calls with clients.
- Helps conduct due diligence on insurance providers and products.
- Assists with the planning, organizing and execution of insurance-related conferences and meetings.
- Assists with developing the insurance training strategy and delivering training sessions on insurance products on advanced concepts.
- Mentors and helps train other associates.
Qualifications
- Expert knowledge of advanced insurance concepts for ultra-high net worth client, business owners, and estate planning.
- Advanced understanding of insurance products.
- Strong knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques.
- Strong knowledge of laws, legal codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products.
Education & Experience
- Minimum Required: Bachelor's Degree in Marketing or business related field or equivalent combination of education and experience.
- Minimum Required: 5+ years of industry experience.
Licenses & Credentials
- Minimum Required: State Resident Insurance License, Life and Health.
- Minimum Required: Series 7 & 63 and State Resident Insurance License, Life and Health within 6 months from start date.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.