Professional Services Consultant Jobs at Kestra Financial with Visa Sponsorship
Professional Services Consultant jobs at Kestra Financial sit at the intersection of financial operations and client-facing support within a holding company structure. Kestra has a track record of sponsoring employment-based immigrant visas for this function, making it a viable target for candidates who need long-term work authorization.
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Get Access To All JobsINTRODUCTION
Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
ROLE AND RESPONSIBILITIES
The Associate Insurance Strategist supports Senior Insurance Strategists in the development, placement, and management of insurance solutions for advisors and clients. This role is responsible for assisting with case design, carrier analysis, product positioning, underwriting coordination, and relationship management while building the knowledge and skills necessary to progress into a Senior Insurance Strategist role.
The Associate Insurance Strategist serves as a trusted internal resource for advisors and teammates by providing timely support, market intelligence, and administrative coordination throughout the sales and implementation process. Success in this role requires strong attention to detail, a commitment to learning, and the ability to manage multiple priorities in a fast-paced environment.
What You’ll Do:
Insurance Case Support
- Partner with Senior Insurance Strategists to support new business opportunities and advisor cases.
- Assist with case design, illustrations, product comparisons, and sales concepts.
- Prepare and organize proposals, presentations, and client-facing materials.
- Coordinate requirements and follow-up activities to help move cases through the sales process.
Carrier & Product Management
- Develop working knowledge of insurance carriers, products, underwriting processes, and competitive positioning.
- Maintain relationships with carrier representatives and internal stakeholders.
- Research product updates, underwriting guidelines, and market changes.
- Assist in evaluating product fit and competitive solutions for advisors and clients.
Advisor & Internal Team Support
- Respond to advisor inquiries regarding product features, carrier requirements, and case status.
- Provide timely and accurate follow-up on pending business.
- Collaborate with operations, underwriting, licensing, and new business teams to ensure efficient case management.
- Support advisor education initiatives and product training opportunities.
Business Development Support
- Assist in identifying sales opportunities within existing advisor relationships.
- Support strategic initiatives designed to increase insurance production and advisor engagement.
- Participate in advisor meetings, carrier meetings, and sales planning discussions as appropriate.
Professional Development
- Continuously develop insurance product expertise and industry knowledge.
- Participate in training and mentoring provided by Senior Insurance Strategists.
- Progressively assume greater responsibility for advisor relationships and case ownership.
- Demonstrate readiness to transition into a Senior Insurance Strategist role through increased technical knowledge, sales acumen, and independent case management.
BASIC QUALIFICATIONS
Required:
- Bachelor's degree or equivalent combination of education and experience.
- 1-3 years of experience in insurance, financial services, sales support, underwriting, new business, or a related field.
- Strong organizational and problem-solving skills.
- Effective verbal and written communication skills.
- Ability to manage multiple priorities and deadlines.
- Proficiency in Microsoft Office applications.
Preferred:
- Life and Health Insurance License or ability to obtain licensure.
- Experience with life insurance, annuities, long-term care, disability income, or related products.
- Familiarity with insurance illustrations, underwriting, and carrier operations.
- Experience supporting advisors, agents, or producers.
Career Progression
The Associate Insurance Strategist role is designed as a developmental position that prepares team members for advancement into a Senior Insurance Strategist role. Through mentoring, hands-on case experience, carrier interaction, and advisor support responsibilities, incumbents will build the technical expertise, sales skills, and strategic thinking necessary to independently manage advisor relationships and complex insurance opportunities.
Measures of Success
- Consistently delivers accurate and timely support for advisor cases.
- Demonstrates growing knowledge of insurance products and carrier solutions.
- Builds strong relationships with advisors, carriers, and internal partners.
- Increases ownership of case management and advisor interactions.
- Successfully develops toward independent management of insurance opportunities and advisor relationships.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Disclosure
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
INTRODUCTION
Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
ROLE AND RESPONSIBILITIES
The Associate Insurance Strategist supports Senior Insurance Strategists in the development, placement, and management of insurance solutions for advisors and clients. This role is responsible for assisting with case design, carrier analysis, product positioning, underwriting coordination, and relationship management while building the knowledge and skills necessary to progress into a Senior Insurance Strategist role.
The Associate Insurance Strategist serves as a trusted internal resource for advisors and teammates by providing timely support, market intelligence, and administrative coordination throughout the sales and implementation process. Success in this role requires strong attention to detail, a commitment to learning, and the ability to manage multiple priorities in a fast-paced environment.
What You’ll Do:
Insurance Case Support
- Partner with Senior Insurance Strategists to support new business opportunities and advisor cases.
- Assist with case design, illustrations, product comparisons, and sales concepts.
- Prepare and organize proposals, presentations, and client-facing materials.
- Coordinate requirements and follow-up activities to help move cases through the sales process.
Carrier & Product Management
- Develop working knowledge of insurance carriers, products, underwriting processes, and competitive positioning.
- Maintain relationships with carrier representatives and internal stakeholders.
- Research product updates, underwriting guidelines, and market changes.
- Assist in evaluating product fit and competitive solutions for advisors and clients.
Advisor & Internal Team Support
- Respond to advisor inquiries regarding product features, carrier requirements, and case status.
- Provide timely and accurate follow-up on pending business.
- Collaborate with operations, underwriting, licensing, and new business teams to ensure efficient case management.
- Support advisor education initiatives and product training opportunities.
Business Development Support
- Assist in identifying sales opportunities within existing advisor relationships.
- Support strategic initiatives designed to increase insurance production and advisor engagement.
- Participate in advisor meetings, carrier meetings, and sales planning discussions as appropriate.
Professional Development
- Continuously develop insurance product expertise and industry knowledge.
- Participate in training and mentoring provided by Senior Insurance Strategists.
- Progressively assume greater responsibility for advisor relationships and case ownership.
- Demonstrate readiness to transition into a Senior Insurance Strategist role through increased technical knowledge, sales acumen, and independent case management.
BASIC QUALIFICATIONS
Required:
- Bachelor's degree or equivalent combination of education and experience.
- 1-3 years of experience in insurance, financial services, sales support, underwriting, new business, or a related field.
- Strong organizational and problem-solving skills.
- Effective verbal and written communication skills.
- Ability to manage multiple priorities and deadlines.
- Proficiency in Microsoft Office applications.
Preferred:
- Life and Health Insurance License or ability to obtain licensure.
- Experience with life insurance, annuities, long-term care, disability income, or related products.
- Familiarity with insurance illustrations, underwriting, and carrier operations.
- Experience supporting advisors, agents, or producers.
Career Progression
The Associate Insurance Strategist role is designed as a developmental position that prepares team members for advancement into a Senior Insurance Strategist role. Through mentoring, hands-on case experience, carrier interaction, and advisor support responsibilities, incumbents will build the technical expertise, sales skills, and strategic thinking necessary to independently manage advisor relationships and complex insurance opportunities.
Measures of Success
- Consistently delivers accurate and timely support for advisor cases.
- Demonstrates growing knowledge of insurance products and carrier solutions.
- Builds strong relationships with advisors, carriers, and internal partners.
- Increases ownership of case management and advisor interactions.
- Successfully develops toward independent management of insurance opportunities and advisor relationships.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Disclosure
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
See all Professional Services Consultant Jobs at Kestra Financial
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Professional Services Consultant Jobs at Kestra Financial.
Get Access To All JobsTips for Finding Professional Services Consultant Jobs at Kestra Financial
Frame your credentials around financial services compliance
Kestra Financial operates within a regulated holding company structure, so your resume should highlight experience with broker-dealer operations, RIA platforms, or financial technology implementations. Generic consulting experience reads as a poor fit for this specific environment.
Target roles that align with EB-2 or EB-3 pathways
Kestra has sponsored immigrant visas in the EB-2 and EB-3 categories for this role type. If you hold an advanced degree in finance, business, or a related field, position your application to reflect EB-2 eligibility from the start.
Clarify sponsorship intent before accepting a screen call
Holding companies often route sponsorship decisions through corporate legal teams rather than hiring managers. Ask your recruiter directly whether the Professional Services Consultant opening is approved for PERM-based sponsorship before investing time in the process.
Understand the PERM labor certification timeline
PERM filings with DOL typically take six to twelve months before an I-140 can be submitted. If you're on OPT or a time-limited visa, confirm your current authorized period covers the full PERM process before accepting an offer.
Use Migrate Mate to surface open Professional Services Consultant listings at Kestra
Kestra posts roles across multiple locations and business units. Search Migrate Mate to filter specifically for Professional Services Consultant openings tied to visa sponsorship, so you're applying to the right positions rather than guessing from a general careers page.
Prepare documentation of client delivery outcomes
Kestra's professional services function is results-oriented. For a PERM-supported offer, your employer will need to demonstrate the role requires your specific qualifications, so document quantifiable client outcomes and platform implementations before any labor certification filing begins.
Frequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Professional Services Consultants?
Kestra Financial's documented sponsorship activity for Professional Services Consultant roles falls primarily in the employment-based immigrant visa categories rather than the H-1B visa nonimmigrant category. If you're currently on H-1B status with another employer, a transfer to Kestra is possible, but confirm directly with their recruiting team whether H-1B transfers are supported for this specific role.
Which visa types are commonly used for Professional Services Consultant roles at Kestra Financial?
The visa sponsorship Kestra Financial has pursued for Professional Services Consultant positions centers on employment-based immigrant visa categories, specifically EB-2 and EB-3 Green Card pathways. These require PERM labor certification filed with the DOL, followed by an I-140 petition with USCIS. Candidates with advanced degrees in finance or business administration are generally better positioned for the EB-2 category.
What qualifications or experience are expected for Professional Services Consultant roles at Kestra Financial?
Kestra Financial operates within the independent financial advisor and broker-dealer space, so Professional Services Consultants are expected to bring experience with financial technology platforms, RIA operations, or practice management workflows. A bachelor's degree in finance, business, or a related field is a baseline expectation, with advanced degrees strengthening both your candidacy and your eligibility for EB-2 sponsorship.
How do I apply for Professional Services Consultant jobs at Kestra Financial?
You can browse current Professional Services Consultant openings at Kestra Financial through Migrate Mate, which filters for roles tied to visa sponsorship so you're not sifting through listings that won't support your immigration needs. Once you identify an opening, apply through Kestra's careers portal and flag your visa status early in the recruiter screening call to avoid wasted time on roles not approved for sponsorship.
How long does the visa sponsorship process take for a Professional Services Consultant at Kestra Financial?
For EB-2 or EB-3 Green Card sponsorship, the process begins with PERM labor certification, which typically runs six to twelve months at the DOL. After PERM approval, Kestra files an I-140 with USCIS. Depending on your country of birth and the visa bulletin, actual Green Card availability can extend well beyond the initial filings, so starting early and maintaining valid work authorization throughout is critical.