Senior Wealth Strategist - Insurance (UHNW)

Job Summary:

We are seeking a Senior Wealth Strategist - Insurance to join our growing Insurance Solutions team supporting our high-net-worth and ultra-high-net worth segments (Ascend and Regis). The Insurance Solutions team supports Wealth Advisors and their clients by providing a fiduciary and financial planning lens to insurance advice, support, and education in all areas of risk management. We are looking for someone who is passionate about driving engagement with advisors to protect clients and help them achieve their wealth preservation objectives.  Our goal is to enhance Best-in-Class client-advisor experience while serving the end-client’s best interests of our clients today and into the future.

Essential Job Functions for this role include:

• Manage a Growing Book of Business: Develop campaigns to create awareness, generate interest and engagement to uncover risk management opportunities within the firm. Collaborate with carriers and General Agencies to leverage existing product experts and resources to design and execute customized risk mitigation plans from start to end: product selection, case design, illustration, application fulfillment and policy placement. After a policy is placed, relationships are maintained and fostered through periodic policy reviews of existing business with wealth advisor teams. Ability to work independently and with a team, manage projects, and track open opportunities will be needed to succeed in a fast-paced environment.
• Build and foster relationships: Our team’s success lies within our ability to create an environment based in trust through regular communication and the use of active listening skills. Positive relationships with advisors, clients, and our business partners is paramount and participation in advisor, branch, and regional meetings is encouraged. Advisors should trust us to address all liability, risk management, and asset protection needs for their clients. Partnering with our Tax, Financial & Estate Planning teams, and our Trust department will be critical.
• Serve as the subject matter expert: Possess an in-depth understanding of the insurance industry especially related to multi-generational wealth planning. Candidate should also have an understanding of general financial planning principles and estate planning strategies, including the use of trusts in connection with insurance needs.
• Exhibit a Growth Mindset: Maintain up to date knowledge of insurance products and industry news to assist wealth advisors in navigating this landscape as part of the planning and sales process. An understanding of our operational processes and Mercer systems is essential, and we encourage teammates to voice new ideas as we continuously strive to improve our Best-in-Class offerings to the firm and our clients.

Knowledge,