Insurance Specialist - CBS Brokerage

CBS Brokerage is a leader in the insurance brokerage industry, providing top-tier solutions to financial professionals and advisors. We pride ourselves on delivering innovative products, unparalleled service, and exceptional support to help advisors meet their clients’ diverse needs.

We’re seeking a highly skilled and motivated Insurance Specialist to join our dynamic team. In this pivotal role, you will drive growth by managing a designated sales territory, recruiting and supporting advisors, and offering expert guidance on a wide array of insurance products. If you have a passion for building relationships, delivering results, and shaping the future of insurance solutions, we encourage you to apply. This role is located in or near CBS Brokerage's home office in Shakopee, Minnesota.

Key Responsibilities:

Territory Management

• Strategically manage your assigned territory to maximize advisor engagement and drive sustainable revenue growth.
• Use a proactive, consultative approach to identify opportunities and meet territory-specific goals.
  
  

Product Expertise

• Demonstrate mastery of insurance products, including life insurance, annuities, long-term care, and disability insurance, to offer tailored solutions for complex client scenarios.
• Stay informed on industry trends, carrier updates, and competitive products to provide trusted, up-to-date advice.
  
  

Advisor Acquisition and Relationship Management

• Recruit and onboard new advisors, cultivating strong partnerships to exceed baseline revenue targets.
• Build lasting relationships with top producers by delivering exceptional support and educating them on high-quality carrier offerings and balanced product strategies.
  
  

Solution-Based Selling

• Develop a forward-thinking sales strategy that identifies new opportunities, drives advisor engagement, and fosters long-term business growth.
• Collaborate with advisors to craft customized, client-centered insurance solutions.
  
  

Comprehensive Risk Mitigation Solutions

• Represent CBS Brokerage’s full suite of risk mitigation and protection products, ensuring advisors have the tools they need to serve their clients effectively.
  
  

Case Management and Operational Support

• Act as a liaison between advisors and home offices, resolving case management issues promptly to ensure smooth operations and client satisfaction.
  
  

Qualifications:

• Proven success in insurance sales or a related field, with a strong ability to build and maintain client relationships.
• Deep expertise in life insurance, annuities, long-term care, and disability insurance.
• Exceptional communication, negotiation, and presentation skills, with the ability to simplify complex products for advisors.
• Strong organizational and time management abilities, with experience in managing sales territories.
• A consultative mindset, adept at navigating complex sales cycles and tailoring recommendations to unique client needs.
• Proficiency in CRM systems and sales reporting tools is a plus.
  
  

What We Offer:

Competitive Compensation: Enjoy a base salary of $50,000.00 with incentive structure tied to production and performance. Typically, successful individuals in this role work up to $100,000.00 in total annual compensation within two years.

Growth Opportunities: Join a forward-thinking organization that invests in your professional development and career advancement.

Supportive Culture: Be part of a collaborative team that values innovation, excellence, and mutual success.

Resources for Success: Access to cutting-edge tools, a comprehensive product portfolio, and top-tier carrier relationships to help you thrive.

Join Us:

Are you ready to make a meaningful impact in a fast-paced, rewarding environment? CBS Brokerage is looking for driven professionals like you to shape the future of insurance solutions.

Apply Today!

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at CBS Brokerage, a subsidiary of Kestra, you are agreeing to the following statements:

• You acknowledge that if hired, Kestra may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.