A leading financial services firm located in Tempe, AZ is seeking an experienced Insurance Strategist to shape and launch a new offering within a dynamic, startup-like environment. This role requires significant experience and expertise in insurance services to impact HNW clients. Responsibilities include designing frameworks, partnering with advisors, and delivering tailored solutions. The ideal candidate will have a Bachelor’s degree, relevant certifications, and over 11 years in the financial services industry, particularly in insurance for HNW clients.
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