Senior Insurance Specialist
Not Disclosed•Full-TimeOn-site
location_onBabe's Place, 124, Holmes Street South, Shakopee, Scott County, Minnesota, 55379, United States
About CBS Brokerage
CBS Brokerage is a leader in the insurance brokerage industry, providing top-tier solutions to financial professionals and advisors. We pride ourselves on delivering innovative products, unparalleled service, and exceptional support to help advisors meet their clients' diverse needs.
About the Role
We are seeking a highly skilled and motivated Insurance Specialist to join our dynamic team. In this pivotal role, you will drive growth by managing a designated sales territory, recruiting and supporting advisors, and offering expert guidance on a wide array of insurance products. If you have a passion for building relationships, delivering results, and shaping the future of insurance solutions, we encourage you to apply.
This position is located in or near CBS Brokerage's home office in Shakopee, Minnesota. As a key member of our team, you will act as a liaison between advisors and home offices, resolving case management issues promptly to ensure smooth operations and client satisfaction. You will represent our full suite of risk mitigation and protection products, ensuring advisors have the tools they need to serve their clients effectively.
Work location
Work model: On-site
Babe's Place, 124, Holmes Street South, Shakopee, Scott County, Minnesota, 55379, United States
Shakopee, Minnesota
Key Responsibilities
- check_circleStrategically manage assigned territory to maximize advisor engagement and drive revenue growth
- check_circleBuild lasting relationships with top producers by delivering exceptional support and education
- check_circleDevelop forward-thinking sales strategies to identify new opportunities and foster business growth
- check_circleCollaborate with advisors to craft customized, client-centered insurance solutions
- check_circleRepresent the full suite of risk mitigation and protection products to advisors
- check_circleRecruit and onboard new advisors to cultivate partnerships and exceed revenue targets
- check_circleAct as a liaison between advisors and home offices to resolve case management issues
Requirements
- verifiedProven success in insurance sales or related field
- verifiedDeep expertise in life insurance, annuities, long-term care, and disability insurance
- verifiedProficiency in CRM systems and sales reporting tools
Nice to Have
Proficiency in CRM systems and sales reporting tools.
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Frequently asked questions about Senior Insurance Specialist at Kestra Holdings
What does a Senior Insurance Specialist at Kestra Holdings do?expand_more
In this Senior Insurance Specialist at Kestra Holdings role, you will strategically manage assigned territory to maximize advisor engagement and drive revenue growth; build lasting relationships with top producers by delivering exceptional support and education; develop forward-thinking sales strategies to identify new opportunities and foster business growth; and collaborate with advisors to craft customized, client-centered insurance solutions.
What are the requirements for this Senior Insurance Specialist role?expand_more
Kestra Holdings is looking for candidates who meet the following requirements: Proven success in insurance sales or related field; Deep expertise in life insurance, annuities, long-term care, and disability insurance; and Proficiency in CRM systems and sales reporting tools.
Where is the Senior Insurance Specialist role at Kestra Holdings located?expand_more
Senior Insurance Specialist at Kestra Holdings is based in Babe's Place, 124, Holmes Street South, Shakopee, Scott County, Minnesota, 55379, United States. This is a on-site role.
Is this Senior Insurance Specialist job remote, hybrid, or on-site?expand_more
Kestra Holdings has listed this Senior Insurance Specialist role as on-site.
How much experience is required for this Senior Insurance Specialist role?expand_more
Candidates for Senior Insurance Specialist at Kestra Holdings should have senior.
What skills do you need for the Senior Insurance Specialist role at Kestra Holdings?expand_more
Key skills for Senior Insurance Specialist at Kestra Holdings include Life Insurance; Annuities; Long-Term Care; Disability Insurance; CRM Systems; and Sales Reporting Tools.
What category does the Senior Insurance Specialist role belong to?expand_more
Senior Insurance Specialist at Kestra Holdings is part of the sales job category on Recrutus.
About Kestra Holdings
Kestra Holdings operates within the financial services industry, headquartered in Austin, Texas. The organization functions as a unified ecosystem of financial firms dedicated to providing a comprehensive end-to-end suite of wealth management solutions. This infrastructure is specifically designed to support independent financial professionals who require robust resources to grow their practices.
The company delivers a broad array of services including investment solutions and specialized technology platforms. Beyond core investment management, Kestra Holdings facilitates succession planning and monetization opportunities for advisors looking to transition or expand their business value. The firm also offers essential trust services and back-office support to ensure operational efficiency for its partner network.
By integrating these diverse capabilities under one umbrella, the company enables independent advisors to access enterprise-level tools and expertise. This approach allows financial professionals to focus on client relationships while relying on Kestra Holdings for the underlying operational and strategic support needed to sustain long-term success in the wealth management sector.
Browse more roles: All Kestra Holdings jobs, sales jobs on Recrutus.