The Life Insurance Planning Consultant will provide support to advisors across Wealth Management utilizing insurance solutions to meet clients needs in the context of Wealth Planning. The ability to work across the lines of business and across functions is paramount in delivering our world-class Wealth Management platform. The candidate must be familiar with the insurance industry with extensive knowledge in life insurance, LTC, DI, Property and Casualty, premium finance and Private Placement insurance.

Your responsibilities would include:

• responsible for building new and maintaining existing relationships with advisors and field leaders to increase adoption/sales of insurance solutions
• conduct calls with financial advisors and clients on insurance products acting as their specialist
• collaborate with advisors to include insured solutions as part of a financial plan for clients with the ability to educate advisors on delivering insurance solutions
• provide proactive and reactive advice for advisors and field leaders on insurance products and structuring
• maintain an effective relationships with internal and external insurance company partners to help drive business and increase activity
• responsible for creating and/or delivering content through various forums including main stage speaking events, UBS studio recordings, regional conferences, or on-going trainings
• act as Head of insurance Distribution for the firm’s 3rd party general agency network