Description:

Our client is seeking a knowledgeable and client-focused Insurance Advisor to join their growing team. This individual will serve as the firm’s independent insurance specialist, partnering with financial advisors to help clients protect their financial well-being through comprehensive risk management and insurance planning.
The Insurance Advisor will evaluate clients’ insurance needs, identify coverage gaps, and recommend tailored solutions that align with their long-term financial goals. This is an excellent opportunity for an experienced insurance professional who enjoys building trusted relationships, delivering consultative guidance, and collaborating within a team-oriented wealth management environment.

Responsibilities Include:

• Serve as the firm’s primary insurance resource for both clients and internal team members.
• Conduct comprehensive reviews of clients’ personal insurance portfolios to identify risks and coverage gaps.
• Develop customized insurance strategies that align with each client’s financial objectives, lifestyle, and risk tolerance.
• Advise clients on life, disability income, long-term care, homeowners, auto, umbrella, and other personal insurance products.
• Partner closely with financial advisors to integrate insurance strategies into comprehensive financial plans.
• Educate clients on insurance options and present recommendations in a clear, consultative, and client-focused manner.
• Manage new policy applications, underwriting requirements, policy changes, renewals, and ongoing service requests.
• Build and maintain strong relationships with insurance carriers, underwriters, and strategic partners.
• Stay current on industry trends, regulatory changes, and emerging insurance solutions.
• Deliver an exceptional client experience through proactive communication, annual policy reviews, and ongoing relationship management.

Qualifications:

• Active New York State Life, Accident & Health (LAH) License required.
• Active New York State Property & Casualty (P&C) License required.
• 3–5 years of experience in personal and commercial insurance.
• Strong knowledge of personal insurance & commercial products and comprehensive risk management strategies.
• Excellent communication, relationship-building, and consultative selling skills.
• Ability to explain complex insurance concepts in a clear and client-friendly manner.
• Highly organized with the ability to manage multiple client relationships and priorities.
• Proficiency with CRM systems and Microsoft Office Suite.
• Experience working within a diversified insurance practice

Hours & Benefits:

• M -F 8-5
• In-Person
• PTO
• Health, Dental, & Vision
• 401K/Profit Sharing

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.