Life Insurance Strategist

About Rockefeller Capital Management:

The Firm oversees $203 billion in client assets as of March 31, 2026.

Position:

The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.

Responsibilities:

• Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
• Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
• Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
• Present insurance strategies, product structures, and associated financials directly to clients and advisors.
• Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
• Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
• Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
• Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
• Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
• Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
• Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
• Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
• Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
• Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
• Remain accountable for defined and measured goals related to insurance activity and execution.

Qualifications:

• A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
• Series 7 or 6, 63, and life and health insurance licenses required.
• Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).

Skills:

• Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
• Ability to assess complex client needs and design appropriate, scalable insurance solutions.
• Strong presentation, communication, and advisor-facing relationship management capabilities.
• Proven ability to manage high-volume casework end-to-end with precision and accountability.
• Demonstrated leadership and mentoring capability despite individual contributor role.
• Ability to work under pressure, meet deadlines, and deliver consistent execution results.
• Strategic and tactical thinker with a collaborative, solution-oriented approach.
• High level of professionalism, adaptability, and personal accountability.

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.