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CG Financial Services

About CG Financial Services

CG Financial Services is a registered investment advisory firm with over 25 years of experience helping individuals, families, and businesses navigate life’s financial complexities. Our multi-disciplinary teams deliver integrated solutions spanning wealth management, retirement planning, tax strategy, business services, and insurance. We are fiduciaries, which means we are always in our clients’ corner. Our culture is built around grit, curiosity, accountability, and a genuine commitment to growing the people and communities we serve.

Why This Role Matters

Insurance is not an add-on at CG Financial Services; it is a core pillar of the integrated advice we deliver to clients. As we grow our multi-state presence across the Midwest and Southeast, we need a dedicated specialist who can serve as the firm’s insurance engine, turning existing advisor relationships and an established client base into placed business. This role sits at the center of our advisory team, giving a talented insurance professional the platform, the relationships, and the infrastructure to build something significant.

Core Responsibilities

• Serve as the firm’s lead agent for all wealth management insurance sales activity, including life, disability, long-term care, annuities, and business insurance solutions.
• Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding.
• Partner directly with advisors to identify insurance needs within existing client books and convert opportunities into placed business.
• Design and execute targeted marketing campaigns to generate insurance leads across the firm’s advisor network and external referral channels.
• Develop and deliver client-facing educational content, including seminars, webinars, and digital outreach, to position the firm as a trusted insurance resource.
• Build and maintain carrier relationships to ensure access to competitive products and underwriting support.
• Act as the primary insurance resource for the advisory team, providing product education, case design assistance, and sales support.
• Conduct regular training sessions, product updates, and sales strategy meetings with advisors.
• Track and report key production metrics, including pipeline activity, submitted cases, placed premiums, and advisor engagement.
• Pursue strategic business development opportunities, including Centers of Influence relationships, employer group benefits, and business owner markets.

What Success Looks Like

• Monthly, quarterly, and annual production targets are met or exceeded on a consistent basis.
• Advisors across the team actively bring insurance opportunities to this role and trust the specialist to run the process end to end.
• The firm’s insurance pipeline grows quarter over quarter, with measurable increases in submitted and placed cases.
• Educational and marketing initiatives generate qualified leads and increase insurance awareness among clients.
• Carrier and COI relationships are deepened and leveraged to improve case placement rates.
• Compliance is maintained across all state licensing requirements with no lapses or issues.

Required

• Active Life and Health Insurance License; multi-state licensure preferred, with willingness to obtain additional state licenses required.
• Minimum 3 to 5 years of insurance sales experience, ideally within a financial advisory, brokerage, or wealth management environment.
• Demonstrated track record of meeting or exceeding production goals.
• Experience working with and supporting financial advisors or a collaborative sales team.
• Working knowledge of life insurance products (term, whole life, IUL, UL), annuities, disability income, and long-term care solutions.
• Ability to communicate complex insurance concepts clearly to advisors and clients alike.
• Self-starter capable of managing a multi-state territory independently.

Preferred

• Series 6 or Series 7 license, or willingness to obtain.
• Experience with insurance case design software.
• Prior experience in a lead agent or wholesaler-style role.
• Familiarity with CRM platforms such as Salesforce, Redtail, or Wealthbox.
• Background in business insurance, buy-sell planning, or executive benefit strategies.
• Existing carrier relationships within IMOs or BGAs operating in the Midwest or Southeast.

Our Core Values

• Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
• Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
• Self-Motivated: You are proactive, results-oriented, and energized by new challenges.
• Authentic: You lead with honesty and integrity in everything you do.
• Positively Impact People: You are committed to growing those around you and striving for collective success.

Compensation & Benefits

• Base salary commensurate with experience.
• Tiered commission on personally produced and advisor-supported cases.
• Quarterly and annual bonuses tied to production milestones.
• Override on firm-wide insurance production.
• High six-figure earning potential for top performers.

Benefits

• Paid time off
• Safe Harbor 401(k) and discretionary profit sharing
• Health benefits, life insurance, and ancillary insurances
• Free financial planning for employees
• Volunteer and community outreach opportunities
• Firm-paid licensing fees and continuing education