Wealth and Insurance Product Specialist
5 days ago
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets.
Why join us?
- An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- With 175+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
Job Description Summary
The Wealth and Insurance Product Specialist will work closely with internal partners such as private bankers, financial advisors, wealth planners and trust administrators to provide high quality insurance solutions to clients and to construct customized insurance plans. He/she will be responsible for data collection and input, analyzing client data to understand current and long term financial goals and the ability to meet those goals leveraging insurance based solutions. Develop customized insurance solutions to assist clients in goal attainment through plan implementation.
What You’ll Do
- Meet with internal partners and clients to review client objectives and develop an insurance plan to meet client goals.
- Understand and articulate financial and estate planning techniques.
- Understand the firm’s financial planning software (currently eMoney.)
- Stay abreast of continuing trends in financial and estate planning.
- Understand and follow the firm’s Compliance guidelines in all aspects of conduct in the Insurance Specialist role.
- Champion and advocate the firm’s insurance solutions, thought leadership, client service standards and culture both internally and externally.
Knowledge/Skills/Background/Experience
- Bachelor’s Degree from an accredited college or university
- Applicable insurance licenses
- 10 plus years industry experience
- Demonstrated experience with High Net Worth and Family Office clients in delivering sophisticated insurance solutions.
- Strong personal and professional references
- Excellent written and oral communication skills
- Client first attitude, professional demeanor, high level of personal integrity and an understanding of fiduciary responsibility
- Ability to multi-task and manage time effectively
- Self-motivated, confident, detail oriented and analytical
- Effective and impressive in client interfacing
- Demonstrated knowledge and understanding of various types of insurance products
- Team player mentality and attitude of accountability
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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