OnePoint BFG Wealth Partners · 1 week ago
Insurance Manager
Parsippany, NJ
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expOnePoint BFG is a financial services firm seeking an Insurance Manager to lead their life insurance, long-term care, disability insurance, and annuities division. The role involves overseeing underwriting, placement, and illustration production functions, while also building a high-performing team and supporting financial advisors in their client solutions.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Brandi Antonucci
Responsibilities
Design, implement, and optimize underwriting and placement processes to ensure efficient and compliant insurance and annuity solutions. Collaborate with carriers to secure competitive rates and favorable terms for clients
Oversee the development of accurate and compelling insurance and annuity illustrations that support advisor recommendations and client presentations
Recruit, train, and supervise a team of insurance professionals. Foster a collaborative environment focused on professional development and service excellence
Develop and deliver training programs for staff and financial advisors to enhance knowledge of life insurance, disability insurance, long-term care, and annuity products
Identify and pursue opportunities to expand OnePoint BFG’s insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives
Serve as a subject matter expert, assisting financial advisors in evaluating and selecting suitable insurance, long-term care, and annuity products for their clients. Provide ongoing guidance and support throughout the sales and service process. Support advisors through licensing process
Qualification
Required
Minimum 8 years of experience in life insurance, long-term care insurance, disability insurance and annuities, preferably within a registered advisory or broker-dealer environment
Bachelor's degree in business, finance, or a related field; advanced credentials (CLU®, ChFC®, CFP®) are highly valued
Demonstrated expertise in underwriting, placement, and illustration production for life insurance, disability insurance and annuity products
Strong understanding of regulatory requirements and compliance standards
Proven track record in team leadership and staff development
Preferred
Exceptional leadership and team management abilities
Outstanding communication and interpersonal skills
Strategic thinking and business development acumen
Comprehensive industry knowledge and technical proficiency in insurance and annuities
Ability to build effective relationships with advisors, carriers, and partners
Problem-solving orientation and attention to detail
Benefits
Performance incentives
Comprehensive benefits program
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
Carlos Noriega
Executive Director of Advisor Solutions
Recent News
2025-06-26
Company data provided by crunchbase