About the Role:
Put your insurance expertise to work helping Financial Advisors deliver thoughtful solutions for clients’ evolving needs. As an Insurance Solutions Consultant, you will support the risk-managed growth and ongoing effectiveness of Baird's Private Wealth Management insurance offerings and broader insured solutions ecosystem.
You will provide consultative guidance across life, long-term care, disability income, business insurance and related planning strategies. Working across the Wealth Solutions Group and with Legal, Compliance, Operations, Investment Solutions, Marketing & Communications, insurance carriers and brokerage general agencies, you will help promote consistent practices, scalable processes, advisor adoption, strong client outcomes and effective risk management.
The Impact You’ll Make:
- Consult with Financial Advisors and Client Specialists to understand client needs and recommend appropriate insurance solutions, including financial planning, business insurance and non-qualified insurance concepts
- Provide subject matter expertise across term, whole life, universal life, indexed universal life, variable universal life, long-term care and disability income insurance products and strategies
- Resolve advisor inquiries involving the insurance technology platform, strategy options, case navigation and established best practices to support timely, informed decisions
- Serve as a liaison among internal and external partners to ensure insurance activity aligns with applicable procedures, policies, commissions, compliance, supervision and operational requirements
- Partner with the Insurance Solutions Manager and Legal to review and negotiate selling agreements with carriers and brokerage general agencies that support strong business relationships
- Coordinate with Legal and Compliance, Operations, Investment Solutions, Marketing & Communications and other partners to implement insurance-related initiatives consistently across Private Wealth Management
- Develop and deliver educational content that builds advisor and branch knowledge, adoption and effective use of insurance solutions
- Identify and advance ideas that support sustainable growth of the insurance solutions platform while balancing client outcomes, operating needs and firm risk
- Enhance insurance-related processes, tools and workflows to increase efficiency, consistency and scalability
- Contribute to broader initiatives that advance the insured solutions platform and strengthen its integration across the Wealth Solutions Group
- Represent Insurance Solutions at advisor, branch and industry education events, with occasional travel as needed
What You’ll Bring to Baird:
- Minimum of 7 years of relevant professional experience in the insurance industry
- Life and health insurance license required, or ability to obtain within 12 months of start date
- SIE and FINRA Series 6 or 7 and 66 preferred, subject to role and registration requirements
- Advanced knowledge of life, long-term care and disability income insurance products, services, strategies, industry practices and relevant tax considerations
- Working knowledge of wealth management, financial planning, insurance carrier and brokerage relationships, supervision, compliance, commissions and insurance operations
- Strong consultative and relationship management skills with the ability to provide high-quality service to advisors and internal partners
- Clear written, verbal and presentation communication skills with the ability to explain technical insurance topics to individuals and groups
- Strong analytical, research and problem-solving skills with the ability to exercise sound judgment within established policies
- Strong organizational skills with the ability to manage multiple priorities, maintain attention to detail and deliver consistent, high-quality work
- A collaborative mindset with the ability to work effectively across functions and with external partners while identifying scalable process improvements
- Proficiency with Microsoft Word, Excel and PowerPoint
- Bachelor’s degree or equivalent combination of education and relevant experience
Compensation and Benefits:
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future
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