Senior Associate - Insurance Planning

Job Description

Job Description

ABOUT

At The Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $8 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Bahnsen Group (TBG) is seeking a Senior Associate to join the TBG Risk Department. The role is a full-time, in-office position open to Dallas, TX, Grand Rapids, MI, Minnetonka, MN, or Nashville, TN. The Risk Department provides advice to clients of The Bahnsen Group on the topics of life insurance, disability insurance, long-term care insurance, and annuities. We are focused on providing fiduciary consultation and advice as part of The Bahnsen Group's mission to provide holistic service to clients. The Risk Department also writes new policies for clients and aims to provide white glove service throughout the process. The Senior Associate will meet with clients to discuss and implement new business.

This role provides service and analysis for existing TBG clients, and there is no expectation to generate leads, nor are there sales quotas. Sales quotas are anathema to our mission. We are seeking an individual who is driven primarily by the desire to serve and provide context in an industry that is confusing at best.

RESPONSIBILITIES

• Policy Analysis : analyze insurance and annuity policies for existing TBG clients and run comparisons to the marketplace
• Client consultation : meet with clients to review existing insurance and / or educate on new insurance and annuity options
• Policy Implementation : assist the team with implementing policy recommendations
• Collaboration : work with Private Wealth Advisors and Planners to integrate insurance and annuity solutions into financial plans
• Market Research : Stay up-to-date with industry trends, product developments, and regulatory changes
• Team Orientation : desire to be part of a team delivering advice to clients on their overall Risk management

QUALIFICATIONS

CONSIDERATION