Director, Father Insurance Group
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
Farther is building insurance the right way fully integrated advisor-driven and built for the complexity of high-net-worth and ultra-high-net-worth clients. The Head of Insurance will own the strategy and execution of Farthers national insurance offering leading the buildout of a centralized desk that gives advisors the product access case design support and tech-enabled processes they need to deliver real client value.
Were looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning advisory services and technology someone who can shape the vision earn advisor trust and build a business line that lasts.
Your Impact
- Build and lead Farthers national insurance desk designing the model standing it up and scaling it to support hundreds of advisors across the country
- Own the product shelf: curate a preferred lineup of insurance products (IUL LTC VUL annuities disability) that actually fit our UHNW and HNW client base
- Negotiate and manage relationships with carriers BGAs and technology vendors
- Integrate insurance into Farthers broader planning ecosystem making protection a core part of our estate planning tax strategy and comprehensive wealth management offering
- Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
- Own the P&L: manage revenue sharing overrides and profitability targets for the FIG business unit
- Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
- Establish compliance and governance frameworks in partnership with Legal and Operations
- Set up reporting infrastructure KPIs dashboards and analytics tracking adoption production and client impact
- Eventually hire and build a team of licensed specialists case designers and ops staff to scale the platform
The Ideal Match
- 10 years in insurance leadership within a national RIA broker-dealer or large financial institution
- Deep product expertise across life annuities LTC and disability and how they integrate with holistic financial planning
- Proven experience building an insurance org or desk from the ground up not just managing one that already exists
- Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
- Track record of getting advisors engaged youve built training programs driven adoption and made insurance a part of advisor workflows
Bonus Point
- Experience at the intersection of broker-dealer and RIA structures
- FINRA Series 6 7 or 65/66
- Advanced credentials (CLU ChFC CFP MBA)
- Hands-on experience with insurance tech platforms (iPipeline Annuity Rate Watch digital underwriting tools)
Why Join Us!
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management Lets talk!
Required Experience:
Director
Key Skills
- Business Development
- Information Technology
- Oversight
- Professional Development
- Account Management
- Client Relationships
- Project Management
- Strategic Initiatives
- Ensure Compliance
- Program Development
- KPI
- Product Development
- Direct Reports
- Strategic Development
- Special projects
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
