What are the responsibilities and job description for the Director, Market Solutions Group position at Axcelus Financial?
Brief Description
Axcelus Financial is seeking a high-performing, execution-oriented professional to join the Insurance Policy Support Desk within the Investments & Market Solutions Group. This team plays a critical role in supporting the firm’s continued growth in Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) solutions—specialized products designed to help ultra-high-net-worth individuals and global institutional investors grow and preserve assets in a tax-efficient way.
Positioned at the intersection of alternative investments, distribution enablement, and insurance operations, the Senior Associate partners closely with external distributors, internal sales teams, relationship managers, brokers, asset managers, and financial advisors. You will monitor and provide support across the full lifecycle of a policy—from initial opportunity intake through case design, underwriting coordination, issuance, premium funding, and investment implementation—ensuring a high-touch, white-glove experience for clients, advisors, RIAs, private banks, broker-dealers, and family offices.
This role is ideal for a detail-oriented, commercially minded professional who thrives under pressure, can manage multiple priorities simultaneously, and communicates clearly across channels. Success requires strong coordination skills, comfort navigating complex cases, and the ability to serve as a trusted internal resource supporting external sales efforts. Sales path can lead to roles in sales, complex case support, or other areas of Axcelus.
Axcelus is the largest dedicated private placement insurance provider in the industry, partnering broadly with leading financial institutions. As a result, this role offers exposure to a wide network of banks, brokerages, RIAs, fintech platforms, and alternative asset managers—providing a unique professional development opportunity.
Key Responsibilities
Sales & Distributor Support
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Our comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
Additional perks are a fully stocked pantry, in-office meals, wellness events and corporate sports outings.
Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity, or any other state, federal, or local protected class. At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected, and valued.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Axcelus Financial is seeking a high-performing, execution-oriented professional to join the Insurance Policy Support Desk within the Investments & Market Solutions Group. This team plays a critical role in supporting the firm’s continued growth in Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) solutions—specialized products designed to help ultra-high-net-worth individuals and global institutional investors grow and preserve assets in a tax-efficient way.
Positioned at the intersection of alternative investments, distribution enablement, and insurance operations, the Senior Associate partners closely with external distributors, internal sales teams, relationship managers, brokers, asset managers, and financial advisors. You will monitor and provide support across the full lifecycle of a policy—from initial opportunity intake through case design, underwriting coordination, issuance, premium funding, and investment implementation—ensuring a high-touch, white-glove experience for clients, advisors, RIAs, private banks, broker-dealers, and family offices.
This role is ideal for a detail-oriented, commercially minded professional who thrives under pressure, can manage multiple priorities simultaneously, and communicates clearly across channels. Success requires strong coordination skills, comfort navigating complex cases, and the ability to serve as a trusted internal resource supporting external sales efforts. Sales path can lead to roles in sales, complex case support, or other areas of Axcelus.
Axcelus is the largest dedicated private placement insurance provider in the industry, partnering broadly with leading financial institutions. As a result, this role offers exposure to a wide network of banks, brokerages, RIAs, fintech platforms, and alternative asset managers—providing a unique professional development opportunity.
Key Responsibilities
Sales & Distributor Support
- Serve as the primary internal support resource for the external sales team, helping distributors explain and position private placement insurance solutions.
- Assist in case strategy, including product selection, structure, illustrations, and preliminary design.
- Build and maintain strong working relationships with insurance agents, private banks, wirehouses, RIAs, family offices, hedge funds, and institutional partners.
- Identify cross-sell or upsell opportunities within existing relationships and policyholder books.
- Support outreach and marketing initiatives, including maintaining up-to-date collateral and materials.
- Case Management & Policy Execution
- Manage the end-to-end pipeline, coordinating with internal teams and external stakeholders to move opportunities from inquiry to issued policy.
- Oversee case documentation, suitability and compliance requirements, underwriting submissions, and follow-ups.
- Track case progress, proactively identify roadblocks, and drive timely resolution.
- Coordinate with operations teams on new and in-force policy servicing, ensuring accuracy and consistency across all workflows.
- Support premium payment processing, investment funding, and post-issuance actions.
- Maintain high standards of accuracy, service, and responsiveness throughout the issuance process.
- Business Operations & Administrative Excellence
- Use CRM tools (Dynamics 365 preferred) to track activity, manage pipeline data, and provide reporting to leadership.
- Monitor case persistence and identify trends or areas for improvement.
- Manage internal communications between sales, underwriting, operations, and asset management teams.
- Maintain organized systems for tracking outstanding items, deadlines, and required documentation.
- Provide clear, professional communication to advisors, clients, and internal stakeholders via phone, email, and meetings.
- 4–10 years of experience in financial services, sales support, insurance operations, or client service.
- Working knowledge of life insurance; experience with private placement insurance is a plus.
- Strong organizational skills with the ability to prioritize, multitask, and perform under pressure.
- Excellent verbal and written communication skills.
- Experience with CRM systems; Dynamics 365 preferred.
- FINRA Series 6 or 7 and 63 and/or variable insurance licenses, or willingness to obtain within six months.
- Bachelor’s degree required.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Our comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
Additional perks are a fully stocked pantry, in-office meals, wellness events and corporate sports outings.
Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity, or any other state, federal, or local protected class. At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected, and valued.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.