Baird
Financial Services
InsuranceSolutionsConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Insurance Solutions Consultant at Baird. Skills: Insurance solutions, Client needs evaluation, Financial planning. Articulate information on insurance products. Troubleshoot advisor inquiries”
What You'll Achieve.
Deliver solutions aligned with Baird’s Wealth Management Experience; Increase scale and productivity; Ensure branch associates have adopted solutions; Drive sustainable PWM growth; Help manage firm risk; Deliver great client outcomes; Allow informed decision making; Ensure desired outcomes of business relationships; Sustainably grow insurance solutions platform; Make insurance solutions processes efficient and scalable; Grow, support and evolve insurance solutions platform
Industry & Context.
Analytical skills; Research skills; Troubleshooting
Occasional travel required
What They're Looking For.
Must Have
7+ years relevant professional experience, Life & health licensed or ability to obtain within 12 months, Ability to act as a team player
Nice to Have
Bachelor's Degree, SIE, Series 6 or 7 & 66 licenses preferred, Insurance industry experience preferred
What You'll Do.
Articulate information on insurance products
Troubleshoot advisor inquiries
Consult to evaluate clients' needs
Navigate appropriate insurance solutions
Serve as liaison between partners
Ensure alignment with procedures
Support review and negotiation of selling agreements
Partner internally to ensure consistent application
Develop and deliver educational content
Develop ideas and initiatives to grow platform
Enhance internal processes
Partner on initiatives to grow platform
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Partnering across Wealth Solutions Group; Partnering with other teams; Partnering with Corporate Resource Groups; Partner internally with Legal/Compliance; Partner internally with Operations; Partner internally with Investment Solutions; Partner internally with Marketing & Communications
Communication Scope
Written communication; Verbal communication; Client service
Full Job Description
**About The Role:** The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management. The Insurance Solutions Consultant will help execute on the risk-managed growth strategy of the insurance offerings used by clients of Baird as well as the broader insured solutions ecosystem within Private Wealth Management. The candidate that fills this role will work alongside the Insurance Solutions Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C’s strategic priorities: * Clients – Deliver solutions aligned with Baird’s Wealth Management Experience. * Branch Network – Increase scale and productivity while ensuring branch associates have adopted relevant and widely-utilized solutions in their practices. * Baird PWM – Collaborate to drive sustainable PWM growth while helping to manage firm risk. By forging strong relationships with Baird Financial Advisors (“FAs”), the Insurance Solutions Consultant will be expected to be a true partner in the delivery of great client outcomes. In addition to partnering with internal teams the Insurance Solutions Consultant will work with Financial Advisors and Client Specialists delivering expert knowledge on advice specific to insurance products, solutions and strategies, allowing the implementation of informed decision making. **The Impact You 'll Make:** * W
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