Principal, Insurance Solutions Sales Specialist (GA Investment Management)

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.
We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.
Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.
Position Summary
Avantax is seeking a Principal, Insurance Solutions Sales Specialist, who will be responsible for driving risk management sales for insurance products to the Avantax Planning Partners (APP) organization. The Sales Specialist will partner with other members of the insurance team and APP's Financial Planning Consultants (FPCs) for all investor portfolios. This position will train and educate FPCs on our current product line, assist in the sale process with FPC clients, and support the operational requirements to place new policies.
Essential Duties & Responsibilities

• Develop, design, and deliver ongoing risk management training programs for FPCs, CPAs, and other business partners across Avantax.
• Act as the subject matter expert on term, permanent life, TLC, and any other insurance products available to Avantax clients. Including not only the Avantax product line but also a strong knowledge of competing products and carriers.
• Work with senior management to maintain effective coverage of clients in support of retaining and growing AUA.
• Support clients through advanced case design/sales assistance directly or in coordination with other business partners across Avantax and/or outside organizations.
• Manage the pipeline of Insurance Solutions supported cases through the sales process.
• Assist in executing firm-wide initiatives, including annual business plan goals, product-related sales campaigns, and other marketing tactics geared toward raising assets.
• Drive proactive efforts of sales teams to achieve stated revenue targets.
• Report the status of pipeline management and sales campaigns to senior management.
• Complete special projects related to initiatives and ongoing sales efforts.
• Develop, implement, and monitor Objectives and Key Results (OKRs) and Key Performance Indicators (KPIs).
• Uphold, support, and promote all company policies and procedures.

Education & Experience

• Bachelor's degree (MBA, CFA, CFP, and/or CIMA a plus).
• 10+ years of financial industry experience, at least 5 years in a sales role.
• Strong knowledge of investments and financial sales processes.
• Strong knowledge of risk management products.
• Consultative, client-first approach, delivering solutions, not products, to meet client needs and drive results.
• technical investment expertise, including knowledge of Annuity and Insurance products, their competitive landscape, and an in-depth understanding of capital markets and the impact of economic factors.

Physical Demand & Work Effort

• Keying/typing, standing, walking.
• Sitting for an extended period.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits
We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.
#Avantax
At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.
Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.
Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.
If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.