4 months ago
Head of Insurance Growth & Advisor Strategy, CBS
Kestra Financial
Shakopee, MN (On-site)Full time
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Head of Insurance Growth & Advisor Strategy, CBS
Shakopee, MN (On-site)
Salary Not AvailableSenior Level5+ years expFull time
Posted 4 months ago
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Job Summary
Own and scale the Insurance Specialist team, drive pipeline discipline and conversion, and deepen advisor relationships with RIAs while coordinating with advanced sales, marketing, and CBS leadership.
- Team leadership, coaching, and capability building for Insurance Specialists.
- Pipeline reviews, activity standards, and account penetration across new and existing relationships.
- Strategic relationship management with RIAs and alignment with CBS leadership.
Job Description
- Own the day‑to‑day leadership of the Insurance Specialist team.
- Lead weekly pipeline reviews and enforce activity standards across the full funnel, including quoting activity, application volume, placement efficiency, and overall case quality.
- Drive consistent improvement in case design, advisor engagement, and penetration within assigned accounts.
- Partner with leadership on hiring, onboarding, performance management, territory and account assignments.
- Develop Insurance Specialist capability through coaching, shadowing, structured training, and practical playbooks.
- Hold Insurance Specialists accountable to individual business plans and agreed execution standards.
- Lead efforts to attract new relationships and deepen existing accounts.
- For new relationships, focus on positioning the CBS story with RIAs and advancing opportunities to the point where firm leadership can close.
- Target the addition of at least one large, high‑quality RIA relationship per quarter.
- For existing accounts, increase penetration by advisor count, case count, and product mix.
- 5+ years of experience as a life or annuity wholesaler or similar senior insurance sales role
- Strong technical insurance knowledge and case design expertise
- Proven ability to lead, coach, and manage sales professionals
- Experience working directly with financial advisors and senior firm leadership
- Strong executive presence and communication skills
- Experience working at a brokerage general agency (BGA)
- Series 6 and Series 63
- Wholesaler experience. Experience working at a brokerage general agency preferred.
- Experience working at a brokerage general agency (BGA)
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Financial
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com.Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Traffic Signals
Monthly Visitors
97.7K
Traffic Source Mix
Search
22.4%
Direct
72%
Referral
4.5%
Social
0.5%
Paid
0.7%
Headcount Trend
Current headcount: ~440
Marketing Team
Marketing Team Size
5 (1% of company)
Marketing Roles Posted (Last 30 Days)
1