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The Insurance Consultant, Director role serves as a subject matter expert, proactively driving the adoption and integration of IFG's suite of insurance strategies. This individual plays a critical role in promoting insurance business growth by delivering consultative support, enhancing advisor understanding, and facilitating the practical application of the firm's insurance solutions across IFG's affiliated advisor network.

This is a 100% on-site position based in the office. The selected candidate is expected to work Monday through Friday, 8:00 AM to 5:00 PM, unless traveling for business. Regular in-office collaboration and advisor engagement are essential components of this role.

Independent Financial Group, LLC (IFG) is a privately held independent wealth management provider based in San Diego, California. Founded in 2003, IFG supports more than 600 independent financial professionals in over 400 offices nationwide with a comprehensive suite of business solutions. IFG has been widely recognized as a leading independent broker-dealer. In 2025, Financial Advisor magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue. Financial Planning ranked IFG 1st for women as a percentage of producing representatives in 2025 and 7th for financial advisor payout in 2024. InvestmentNews ranked the firm in the top 10 for payout and account assets in 2024. IFG is an eight-time honoree on the Inc. 5000 list of "Fastest-Growing Private Companies in the US," and the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023.

Job Duties:

• Provide Insurance Education and Support: 
  • To increase advisor competency related to Insurance solutions available at IFG.
  • Provide field-based case consultation, platform usage/navigation, and sales strategy support:  Whole Life, VUL, IUL, Term, Disability, LTC, Advanced Estate Planning, Premium Financing, Business Protection, Trust Strategies, Basic Legacy Planning Etc.
  • Deliver training programs, webinars, and workshops on Insurance best practices.
  • Introduce key Insurance options, tools, and platform enhancements.
  • Encourage IFG Advisors to bring their outside insurance business under IFG’s umbrella.
  • Assist advisors in insurance client meetings, case development, recommendations, suitability and placement.
  • Create original content for IFG publications.
  • Participate in recruitment efforts
• Maintain Minimum Activity Consulting and Pipeline Development Metrics:
  • Maintain at/above target consistent pace of proactive engagement with advisors via virtual meetings, in-office visits, and events tied to consulting efforts.
  • Maintain activity metrics, meeting notes, etc. on CRM system (Salesforce.)
  • Build and manage a robust pipeline of opportunities with clear stages of the sales process and conversion tracking.
• Deliver Target/Above Insurance Growth Within Territory:
  • Meet/exceed monthly, quarterly, and annual Insurance revenue, and sales targets for relevant territory.
  • Meet/exceed the quarterly minimum number of actively engaged IFG advisors using the firm’s Insurance platform.
  • Meet/exceed target of new Insurance producers.
• Maintain IFG Solution Knowledge and Sales Competency:
  • Maintain a high level of competency and knowledge on full suite of Insurance strategies available at IFG.
  • Continuous improvement of individual sales competency and selling skills.
• Provide Market and Competitive Feedback:
  • Provide regular insights and feedback to Vice President of Product Consulting based on advisor input to coordinate with the marketing team to build sales enablement tools and value-add positioning content.
  • Gather advisor feedback and usage data to inform FMO Partners and overall Insurance offerings strategy.

• Education and Experience:

• 10+ years in Insurance strategies, sales support, or practice management roles within the independent advisor marketplace.
• Deep understanding of Insurance solutions and their application in advisor practices, as well as competitive appreciation for same.
• Strong presentation, relationship management, and selling skills.
• FINRA Series 7 and 66 or 63 and 65 required.

• Desired Skills:

• Ability to translate Insurance solution features into practical, advisor-friendly applications.
• Self-driven ability to maintain a well-in-advance calendar of activities and advisor rotation.
• Must be willing to travel.
• Maintain activity metrics in CRM (Salesforce,) comfort with proposal tools, and financial planning software.
• Experience working with and presenting to diverse advisor business models.
• Outstanding presentation, communication, and storytelling skills.
• Passionate about advisor growth, profitability and improving the advisor- client experience.
• Clear and persuasive written, verbal, and presentation communication skills.

Key Attributes:

• Highly Active – Maintaining a strong level of meaningful advisor interactions per week: including number of office visits, video presentations, calls, client-level consultations, etc.
• Focused on Insurance Platform Adoption - including overall percentage increase in advisor usage (accounts, assets, prioritized partners) of platforms/products, number of new advisors or households, advisor adoption.
• Revenue Growth Oriented– including new organic revenue by advisor aligned with IFG’s long-term growth plans.
• Dedicated to ongoing learning and coaching - Sales skills refinement and maintaining strong level of advisory solution knowledge and competitive awareness.
• Advisor and Client-Centric - prioritizes engagement and activity that enhance advisor solutioning capabilities and client outcomes.
• Integrity Driven - committed to compliance, transparency, and acting in the best interest of clients.
• Advisor Satisfaction- including positive mentions in advisor surveys/feedback sessions.

Compensation

IFG offers a competitive base salary, performance-based bonus opportunities, and a comprehensive benefits package. Benefits include company-paid medical insurance, a 401(k) with employer matching, a free on-site fitness center, and market-competitive compensation based on experience.