Hiring: Director, Insurance Consultant Company: Independent Financial Group, LLC Location: San Diego, CA Job Posted Time: 2026-09-10 12:51:31 Employment Type: On-site Target Skills & Keywords : Financial Planning, Salesforce, Series 7, Wealth Management About the job Experience: •10+ years in Insurance strategies, sales support, or practice management roles within the independent advisor marketplace. •Comprehensive expertise in 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. Required Skills: •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. •Maintain at/above target consistent pace of proactive engagement with advisors via virtual meetings, in-office visits, and events tied to consulting efforts. Compensation: •Competitive benefits and rewards package •IFG offers a competitive base salary, performance-based bonus opportunities, and a comprehensive benefits package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!