Wealth Protection Strategies; Insurance Manager

Wealth Protection Strategies (Insurance) Manager

Leawood, KS, United States (Hybrid)

Wealth Protection Strategies Manager

Overview: We are seeking a dynamic and experienced professional to lead the development and management of our Wealth Protection Strategies offering. This role is pivotal in designing and implementing integrated insurance and risk management solutions as part of our comprehensive wealth management services. The ideal candidate will collaborate closely with wealth and tax advisors to deliver tailored strategies that align with clients’ broader financial goals.

Key Responsibilities:

• Build and Launch: Establish the Wealth Protection Strategies department, including service offerings, client onboarding processes, and internal workflows.
• Client Consultation: Conduct in-depth needs assessments for individuals and families, addressing insurance policies, financial resources, and risk mitigation for health, life, property, and other assets.
• Integrated Planning: Partner with wealth managers to create holistic wealth protection plans that complement clients’ overall financial strategies.
• Compliance &
  
  Risk Management:
  
  Ensure all services adhere to legal, tax, and financial regulations, staying current with evolving legislation and industry standards.
• Client Relationship Management: Foster strong client relationships through proactive communication, regular reviews, and timely updates on strategy performance.
• Training & Enablement: Provide ongoing education and support to wealth managers and staff on insurance and risk concepts, equipping them to identify client opportunities.
• Revenue Growth: Drive adoption and revenue by promoting wealth protection services to existing and prospective clients, leveraging cross-selling opportunities within the wealth management practice.
• Performance Reporting: Deliver regular reports to senior leadership on KPIs, client engagement, and satisfaction metrics.

Qualifications & Skills:

• Active Insurance License or relevant professional certification in insurance, risk, or financial services.
• Minimum 5 years of experience in Long-Term Care (LTC) insurance advisory.
• Strong expertise in Disability, Life, and LTC Insurance products and strategies.
• Leadership experience (2+ years preferred).
• Bachelor’s degree in Finance, Business, or related field (preferred).
• Exceptional communication and interpersonal skills with a client-centric approach.
• Proven ability to design and implement solutions that drive results.
• Proficiency in insurance software, financial management tools, and CRMs (e.g., Salesforce).
• Solid understanding of the wealth management industry and regulatory environment.

#LI-Hybrid

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventive care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

About Cetera Financial Group and TRPG:

The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm…