Insurance Planning Consultant

Job overview

The Insurance Planning Consultant role is hybrid in Saint Paul, MN, with up to two work-from-home days per week under company policy. Compensation is a $70,000–$80,000 base salary plus a $50,000–$100,000 performance-based bonus target. Valmark Financial Group provides wealth management, insurance, and financial planning solutions through affiliated advisors. The consultant reviews existing life insurance policies, identifies planning needs and opportunities, and develops client-centered solutions. The role engages clients and advisors, coordinates cases with internal teams, and helps build the outreach processes for Valmark’s InForce Insurance Solutions offering.

What you'll do

• Engage existing clients and affiliated advisors
• conduct outreach on underperforming or at-risk policies
• respond to inquiries and qualify opportunities
• review in-force policy data and run illustrations
• prepare policy reviews and presentations
• coordinate cases with internal teams
• maintain CRM records and manage pipeline activity
• help develop outreach workflows and templates.

What we're looking for

Skills & competencies

insurance planning

life insurance

policy review

client engagement

case design

financial services

hybrid work

saint paul mn

valmark financial group

$70k–$80k base

$50k–$100k bonus target

monday–friday

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based incentive, professional development support for designations and licensure, carrier relationships, and industry platforms and data tools.

Why this role

Founding contributor to an expanding InForce Insurance Solutions offering; up to two work-from-home days per week under policy.

About the employer

Valmark Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.