AVP, Insurance Strategy & Distribution
$120,098–$200,232 year
On-siteSan Diego, California, United States or Fort Mill, South Carolina, United States
EXPIREDSan Diego, California, United States or Fort Mill, South Carolina, United StatesOn-siteFull Time$120,098–$200,232 yearLarge
Full TimeLarge
Job Summary
Lead BGA relationship management, carrier negotiations, and regional distribution strategy to drive insurance adoption across West Coast advisor segments. Establish governance, service expectations, and SLAs while coordinating joint sales campaigns and optimizing revenue sharing agreements. Present insurance solutions at Home Office Visits and regional events, acting as a thought leader in holistic financial planning frameworks. Drive cross-functional alignment with success managers and compliance teams to support scalable, compliant growth initiatives.
Required Qualifications
- 7–10 years of experience in insurance distribution, wealth management, or broker-dealer environments
- 7-10 years of experience in life insurance, annuities, and BGA distribution models
- Proven experience managing external partnerships and driving revenue growth
- Excellent communication, negotiation, and leadership skills
- Strong understanding of advisor segmentation, distribution strategy, and sales campaigns
Desired Qualifications
- Professional designations such as CLU, ChFC, CFP, or other insurance and financial planning credentials
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