Director, Farther Insurance Group

The Role

Farther is building insurance the right way — fully integrated, advisor-driven, and built for the complexity of high-net-worth and ultra-high-net-worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value.

We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.

Your Impact

• Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
• Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
• Negotiate and manage relationships with carriers, BGAs, and technology vendors
• Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
• Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
• Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
• Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
• Establish compliance and governance frameworks in partnership with Legal and Operations
• Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
• Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform

The Ideal Match

• 10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
• Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
• Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
• Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
• Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows

Bonus Point

• Experience at the intersection of broker-dealer and RIA structures
• FINRA Series 6, 7, or 65/66
• Advanced credentials (CLU®, ChFC®, CFP®, MBA)
• Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)

Why Join Us!

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!