Senior Insurance Strategist – Property & Casualty

Position Summary

Focus Financial Partners is seeking an experienced Senior Insurance Strategist to engage and support Focus advisors and business managers with Property & Casualty concerns. This role is ideal for someone who thrives in a collaborative, advisor-facing environment and has deep technical knowledge of insurance products and planning strategies. The position will work with a national risk management team, broker partners, and top fiduciary advisors, with occasional travel to strengthen relationships and enhance client service. As part of a non-commission-based team, success will be measured by the ability to support advisors in delivering exceptional client outcomes.

This role can be based in Los Angeles, CA

Primary Responsibilities

• Lead advisor and client meetings as the subject matter expert
• Serve as a direct point of contact for financial advisors and business managers on Property & Casualty matters
• Coordinate underwriting and policy placement with brokers
• Analyze client financials and goals to design tailored insurance strategies
• Collaborate closely with brokers to develop illustrations, craft proposals, and conduct comparative analyses for advisors
• Maintain accurate case documentation and CRM updates
• Identify opportunities for broader planning integration
• Contribute to template development and playbook updates based on live case feedback
• Ensure compliance with internal standards and state regulations

Qualifications

• 5+ years of relevant experience in the insurance industry, ideally in an advisory or licensed support capacity within RIA, independent, or wealth advisory channels
• A client-first, fiduciary mindset - this is a non-commission role focused on meeting clients’ risk management needs
• Appropriate Insurance Licenses
• Strong technical expertise
• Skilled in building client-ready proposals, modeling, and carrier navigation
• Proficiency in CRM systems, illustration software, and insurance planning platforms
• Excellent communication skills with both advisors and internal teams
• Proven ability to manage and prioritize multiple complex cases under tight deadlines
• Bachelor's degree required

The annualized base pay range for this role is expected to be between $125,000-$140,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.