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/...