Onepoint Bfg Wealth Partners

Description:

Insurance Manager

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States 

At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Insurance Manager.

Position Overview:

The Insurance Manager will lead the life insurance, long-term care, and annuities division within OnePoint BFG, reporting directly to the Head of Financial Planning. This role is responsible for developing and overseeing underwriting, placement, and illustration production functions for life insurance, long-term care, and annuity products, building and managing a high-performing team, and providing ongoing training. The Manager will drive new business initiatives and support financial advisors in selecting appropriate solutions for their clients.

Key Responsibilities:

• Underwriting & Placement:
  • Design,       implement, and optimize underwriting and placement processes to ensure       efficient and compliant insurance and annuity solutions. Collaborate with       carriers to secure competitive rates and favorable terms for clients.
• Illustration Production:
  • Oversee       the development of accurate and compelling insurance and annuity       illustrations that support advisor recommendations and client       presentations.
• Team Building & Management:
  • Recruit,       train, and supervise a team of insurance professionals. Foster a       collaborative environment focused on professional development and service       excellence.
• Training & Development:
  • Develop       and deliver training programs for staff and financial advisors to enhance       knowledge of life insurance, long-term care, and annuity products.
• Business Development:
  • Identify       and pursue opportunities to expand OnePoint BFG’s insurance and annuity       business. Build relationships with external partners and industry       contacts to support growth objectives.
• Advisor Support:
  • Serve       as a subject matter expert, assisting financial advisors in evaluating       and selecting suitable insurance, long-term care, and annuity products       for their clients. Provide ongoing guidance and support throughout the       sales and service process.

Requirements:

Qualifications:

• Minimum 8 years of experience in      life insurance, long-term care insurance, and annuities, preferably within      a registered advisory or broker-dealer environment.
• Bachelor’s degree in business,      finance, or a related field; advanced credentials (CLU, ChFC, CFP) are      highly valued.
• Demonstrated expertise in      underwriting, placement, and illustration production for insurance and      annuity products.
• Strong understanding of      regulatory requirements and compliance standards.
• Proven track record in team      leadership and staff development.

Desired Skills and Competencies

• Exceptional leadership and team      management abilities.
• Outstanding communication and      interpersonal skills.
• Strategic thinking and business      development acumen.
• Comprehensive industry knowledge      and technical proficiency in insurance and annuities.
• Ability to build effective      relationships with advisors, carriers, and partners.
• Problem-solving orientation and      attention to detail.

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. 

Here is why you should build your career with us:

• Impactful Growth: You will play a key role in the success of      a leading firm, where your contributions directly influence our trajectory      in a rapidly expanding industry.
• Award-Winning Culture: Work in a collaborative, supportive      environment that prioritizes team cohesion and mutual success.
• Competitive Rewards: We offer a top-tier salary and      comprehensive benefits package designed to attract and retain the      industry’s best talent.
• Professional Advancement: Benefit from continuous development      opportunities and long-term career progression. 

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Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.