What are the responsibilities and job description for the Internal Insurance Specialist position at Carson Group Holdings, LLC?
Job Description
Job Description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Internal Insurance Specialist is a vital member of the Carson Group Insurance Team. They will play a key partnership role with Carson Group Advisors offering solutions to risk management including data gathering for needs analysis, proposal support, policy review and execution of insurance sales processes. This position is designed to support the distribution of insurance products, enhance the sales process, ensure compliance and improve the overall experience for internal and external stakeholders.
What To Expect
- Developing strong relationships with Carson Advisors to support and develop opportunities around insurance needs.
- Educate advisors and clients on key insurance solutions that fit within the overall financial plan
- Firm understanding of sales process, quoting system, underwriting processes in order to oversee the completion of content, proposals and paperwork flow for insurance cases.
- Develop strong relationships with external partners including IMO and Broker Dealer resources.
- As necessary, assist the Vice President of Insurance on key strategic planning for revenue growth
- Continually look for ways to improve the insurance delivery and implementation process.
- Create strategy for advisors moving from Brokerage to Fee Based Annuities through annuity review techniques.
- Available as a subject matter expert for Carson Group Partners on a variety of insurance topics
- Stays current and informed of business trends inside and outside the organization in order to proactively provide and drive sales solutions and strategies to address them
- Complete mandated training, assessments, performance goals and continuing education requirements.
What You Need
Preferred Education and Experience
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include :
Salary : $50,000 - $89,975
