About this role
<div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Job Description</H2> </div><div><p>The Director of Insurance Solutions serves as the senior subject-matter expert for insurance and annuity solutions within the Brokerage division. This role is responsible for leading the development, delivery, and oversight of insurance-based strategies, including life, long-term care, property & casualty, business insurance, and both proprietary and non-proprietary fixed and variable annuities.</p> <p>This leader partners closely with Financial Advisors, Relationship Managers, and other client-facing teams to provide expert guidance, identify client needs, and enhance the organization’s capability to deliver comprehensive, risk-managed insurance solutions.</p> <p><br><strong>RESPONSIBILITIES:</strong><br><strong>Leadership & Management</strong><br>• Provide direct management, coaching, and professional development to the Insurance Specialist, ensuring alignment with departmental goals and regulatory expectations.<br>• Serve as the senior insurance authority across the Wealth and Brokerage channels, acting as a mentor, consultant, and escalation point for complex cases.<br>• Build and maintain strong working relationships with leaders in Wealth, Retail, Commercial, and Corporate divisions to embed insurance expertise into client strategies.<br>• Identify, evaluate, and manage relationships with Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), and carrier partners to expand the division's product capabilities, distribution reach, and non-interest income potential.</p> <p><strong>Product Expertise & Client Consultation</strong><br>• Partner with Financial Advisors and Wealth teams to understand client goals, identify insurance needs, and develop customized solutions.<br>• Meet jointly with clients to provide expert, needs-based recommendations and clearly communicate product features, value, and risks.<br>• Oversee insurance reviews to determine product suitability, analyze regulatory and market impacts, identify risks, and pinpoint new opportunities.</p> <p><strong>Training, Education & Sales Enablement</strong><br>• Lead training programs for Financial Advisors, Relationship Managers, and other bank personnel to improve understanding of insurance solutions and referral opportunities.<br>• Conduct educational sessions and workshops for branch employees to enhance client financial literacy and promote holistic financial planning.<br>• Provide coaching and field support to advisors on consultative sales practices, needs-analysis methodologies, and regulatory requirements.</p> <p><strong>Business Development & Strategy</strong><br>• Develop and grow insurance-related non-interest income streams through strategic partnerships, referral program development, and expansion of the division's product and distribution capabilities.<br>• Drive incremental sales and promote ongoing insurance solutions for both new and existing Wealth/Brokerage clients.<br>• Utilize market intelligence to identify competitive gaps, service needs, and emerging opportunities; share insights with leadership to influence product strategy.<br>• Collaborate with internal stakeholders to ensure alignment of insurance solutions with broader wealth strategies and client experience goals.</p> <p><strong>Compliance, Risk Management & Process Excellence</strong><br>• Ensure all insurance-related activities comply with regulatory standards, industry guidelines, and bank policies.<br>• Maintain accurate processes, procedures, and documentation in accordance with internal audit and compliance requirements.<br>• Support the development and maintenance of operational workflows that promote scalability, consistency, and high-quality client outcomes.</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Qualifications</H2> </div><div><p>• Minimum of ten (10) years of working experience delivering insurance solutions to individuals required, preferably in the life and health area<br>• Life & Health Insurance Licenses required; advanced designations (CLU, ChFC, CFP, etc.) strongly preferred.<br>• Proven track record in needs-based selling and management of consultative sales processes.<br>• Experience working in a bank, brokerage, or wealth management environment preferred.<br>• Strong client-facing skills with the ability to simplify complex insurance concepts.<br>• Demonstrated ability to customize presentations and recommendations to individual client goals.<br>• Strong understanding of insurance and annuity markets, regulatory changes, and financial<br>industry trends.<br>• Proficiency in Microsoft Office.<br>• High school diploma required; Bachelor’s degree preferred.<br>• Excellent verbal and written communication skills.<br>• Ability to travel across the entire United Bank footprint.<br> </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Company Profile</H2> </div><div><p>Please <a title="" href="https://www.bankwithunited.com/content/dam/unitedbank/documents/united-bank/Benefit-Eligibility-Chart.pdf" target="_self">click here</a> to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be <a title="" href="https://www.bankwithunited.com/about-united.html" target="_self">found here</a>.</p> <p>At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.</p> <p>Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</p></div></div></div>