Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading brokerage firm specializing in life insurance. The Vice President of Advanced Concepts and Training will be responsible for educating financial professionals and clients on life insurance planning strategies and developing training programs to enhance understanding of advanced applications in the field.
Responsibilities
- Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts
- Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies
- Design and lead advisor training programs — both in-person and virtual — to strengthen understanding of advanced life insurance applications and sales concepts
- Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results
- Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings
- Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning
- Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy
- Supporting and Training internal team on concepts and updates in market
- Supporting and developing life cases with FA’s and sales team
Skills
- Juris Doctor (JD) required
- Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry
- Proven ability to develop compelling, compliant, and results-driven sales concepts, training platforms, and technical content
- Deep understanding of business owner, estate, and personal life insurance planning practices and products
- Outstanding written, verbal, and presentation skills with experience addressing both technical and non-technical audiences
- Demonstrated success driving growth and advisor engagement through concept adoption and case support
- Willingness to travel up to 20%
- Advanced credentials (CLU®, ChFC®, CFP®) highly preferred
- Brokerage Industry experience is a plus
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview