Insurance Specialist

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

The Insurance Specialist assist clients with finding proper insurance for their needs during transitional periods. This role serves as a subject matter expert in Annuity, Life, DI, and LTC products and supports Wealth Enhancement's financial advisors by researching solutions for their clients' needs. The Insurance Specialist reports to the Director of Insurance.

This position is a fully remote opportunity. The salary target for this role is $60,000 - $70,000, depending on experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Assist with obtaining Annuity, Life, DI, and LTC products for clients

• Evaluate client insurance options

• Evaluate their needs and make recommendations based on market availability

• Help obtain supplemental insurance if applicable

• Help clients understand options for coverage and plan design

• Work with Director of Insurance to resolve any operational issues

• Work effectively with approved Insurance Brokerage Firms

Support advisors with insurance solutions for clients

• Meet with clients and advisors to determine need

• Promote services to current and perspective clients

• Utilize technology to update and inform team of client needs and status

• Provide educational information for team on processes and offerings

• Work with Advisors to get Contracted/Appointed with the insurance carriers

Product research

• Stay apprised of market changes and offerings

• Stay apprised of new Annuity, Life, DI, LTC products

• Work effectively with the Director of Insurance to set strategic direction

Assist clients through underwriting process

• Prep applications with client

• Monitor the progress of all applications and policy issues

• Track progress toward risk management goals

Education/Qualifications

• Minimum 3-5 years of experience in the areas of annuities, life, long-term care, or long-term disability processing and post issue servicing

• Knowledge of annuity, life, long term care and disability insurance products

• Superior verbal and written communication skills

• Proficient with Microsoft Office Suite or related software

• Familiarity with Salesforce and Support Org functionality

• Insurance License preferred

• Willingness to obtain Series 6 or 7, or CLU designation preferred

IND123

#LI-REMOTE 

#LI-AP1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.