Insurance Solutions Consultant

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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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.