Senior Insurance Specialist

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.  CBS Brokerage is a leader in the insurance brokerage industry, providing top-tier solutions to financial professionals and advisors. We pride ourselves on delivering innovative products, unparalleled service, and exceptional support to help advisors meet their clients’ diverse needs.

We’re seeking a highly skilled and motivated Insurance Specialist to join our dynamic team. In this pivotal role, you will drive growth by managing a designated sales territory, recruiting and supporting advisors, and offering expert guidance on a wide array of insurance products. If you have a passion for building relationships, delivering results, and shaping the future of insurance solutions, we encourage you to apply. This role is located in or near CBS Brokerage's home office in Shakopee, Minnesota.

What you’ll Do:

• Strategically manage your assigned territory to maximize advisor engagement and drive sustainable revenue growth.
• Use a proactive, consultative approach to identify opportunities and meet territory-specific goals.
• Demonstrate mastery of insurance products, including life insurance, annuities, long-term care, and disability insurance, to offer tailored solutions for complex client scenarios.
• Stay informed on industry trends, carrier updates, and competitive products to provide trusted, up-to-date advice.
• Recruit and onboard new advisors, cultivating strong partnerships to exceed baseline revenue targets.
• Build lasting relationships with top producers by delivering exceptional support and educating them on high-quality carrier offerings and balanced product strategies.
• Develop a forward-thinking sales strategy that identifies new opportunities, drives advisor engagement, and fosters long-term business growth.
• Collaborate with advisors to craft customized, client-centered insurance solutions.
• Represent CBS Brokerage’s full suite of risk mitigation and protection products, ensuring advisors have the tools they need to serve their clients effectively.
• Act as a liaison between advisors and home offices, resolving case management issues promptly to ensure smooth operations and client satisfaction.
  
  

What You Bring: 

• Proven success in insurance sales or a related field, with a strong ability to build and maintain client relationships.
• Deep expertise in life insurance, annuities, long-term care, and disability insurance.
• Exceptional communication, negotiation, and presentation skills, with the ability to simplify complex products for advisors.
• Strong organizational and time management abilities, with experience in managing sales territories.
• A consultative mindset, adept at navigating complex sales cycles and tailoring recommendations to unique client needs.
• Proficiency in CRM systems and sales reporting tools is a plus.
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.