Insurance Product Strategist
No salary listed
Mid
Bachelor's
Newport Beach, CA, USA
In Person
Insurance
Company Historically Provides H1B Sponsorship
About the job
Requirements
- A Bachelor's degree is required.
- An advanced degree or designation such as Certified Financial Planner is desirable.
- A Series 7 or Series 6 license is required.
- A life and health insurance license is required.
- At least three years of experience in life insurance sales is required.
- Demonstrated verbal, written communication, and presentation skills are required.
- Direct client-facing experience and the ability to build and foster strong networks of relationships are required.
- The ability to work with attention to detail, self-motivation, and in a team environment is required.
- The ability to multitask in a fast-paced environment is required.
- Proficiency in Microsoft Office programs, including Outlook, Excel, and Word, is required.
- A commitment to accuracy, attention to detail, and meeting tight deadlines is required.
Responsibilities
- Educate and support Wealth Advisors and their teams in planning, designing, and implementing wealth-transfer and tax-advantaged life-insurance strategies, including diverse insurance policy structures, revocable living trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, and gifting and loan funding strategies within families and from third parties.
- Use knowledge of alternative and complementary non-insurance planning to compare planning opportunities, including grantor retained annuity trusts, qualified personal residence trusts, irrevocable gift trusts, family limited partnerships, and other sophisticated planning techniques.
- Work with Wealth Advisor teams in existing and prospective client relationships to identify planning opportunities.
- Conduct client presentations about wealth-transfer and tax-advantaged accumulation strategies, including recommending suitable implementation.
- Encourage Wealth Advisors to prioritize the identification, presentation, and implementation of suitable planning.
- Coordinate between Wealth Advisor teams and internal underwriting and implementation teams to implement planning, including drafting, reviewing, and executing trusts for trust-owned policies; engage directly and indirectly with third-party estate-planning attorneys and institutional trustee services.
- Partner with the Product Analysis Team to enhance the product and strategy portfolio based on product-landscape changes, market conditions, or applicable tax law.
- Identify new or alternative planning opportunities by understanding changing client dynamics, including wealth demographics, client tenure, multigenerational engagement, and opportunities to build on existing planning.
- Meet goals set for assigned Wealth Advisors that contribute to overall unit goals.
- Enhance the client experience through strong client-service standards.
- Act as a role model for other associates and partner with senior management on key initiatives and the team's growth and development.
Desired Qualifications
- An advanced degree or designation such as Certified Financial Planner.
About the company
Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1869
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Simplify's Take
What believers are saying
- Trading drives the boom: stock-trading revenue hit a record $7.42 billion in the June 2026 quarter, up 72%.
- Pay is climbing: compensation rose 20% to $11.5 billion in the first half of 2026, while staff grew 1%.
- A Goldman stint opens doors: alumni Rishi Sunak, Mario Draghi and Mark Carney rose to lead Britain, Italy and Canada.
What critics are saying
- AI is costing jobs: Goldman's October 2025 AI plan came with a "limited reduction in roles" and slower hiring.
- Expect five office days a week: Goldman reaffirmed the rule in 2023, and its CEO calls remote work an aberration.
- Stock awards have lost value: shares fell 23% from July 15 to October 8, 2026, versus 18% at Morgan Stanley.
What makes Goldman Sachs unique
- Traders outearn Goldman's famous merger advisers: trading made 57% of first-half 2026 revenue, versus 8% from advice.
- Goldman is Wall Street's top merger adviser: it earned $4.6 billion advising on 2025 deals, versus JPMorgan's $3.1 billion.
- The top prize is still partner: though public since 1999, Goldman named just 95 partners from 46,000-plus staff in 2024.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Health Savings Account/Flexible Spending Account
- Paid Vacation
- Paid Sick Leave
- Paid Holidays
- Professional Development Budget