Insurance Consultant Jobs in Connecticut
Insurance Consultant jobs in Connecticut are open across Cheshire, Norwalk, and Stamford and other Connecticut metros, with employers like Sagesure Insurance Managers, USI Insurance Services, and Liberty Mutual Insurance hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 17+ Insurance Consultant jobs
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION:
The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.
Responsibilities:
- Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
- Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
- Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
- Present insurance strategies, product structures, and associated financials directly to clients and advisors.
- Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
- Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
- Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
- Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
- Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
- Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
- Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
- Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
- Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
- Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
- Remain accountable for defined and measured goals related to insurance activity and execution.
QUALIFICATIONS
- A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
- Series 7 or 6, 63, and life and health insurance licenses required.
- Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).
SKILLS:
- Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
- Ability to assess complex client needs and design appropriate, scalable insurance solutions.
- Strong presentation, communication, and advisor-facing relationship management capabilities.
- Proven ability to manage high-volume casework end-to-end with precision and accountability.
- Demonstrated leadership and mentoring capability despite individual contributor role.
- Ability to work under pressure, meet deadlines, and deliver consistent execution results.
- Strategic and tactical thinker with a collaborative, solution-oriented approach.
- High level of professionalism, adaptability, and personal accountability.
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION:
The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.
Responsibilities:
- Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
- Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
- Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
- Present insurance strategies, product structures, and associated financials directly to clients and advisors.
- Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
- Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
- Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
- Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
- Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
- Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
- Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
- Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
- Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
- Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
- Remain accountable for defined and measured goals related to insurance activity and execution.
QUALIFICATIONS
- A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
- Series 7 or 6, 63, and life and health insurance licenses required.
- Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).
SKILLS:
- Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
- Ability to assess complex client needs and design appropriate, scalable insurance solutions.
- Strong presentation, communication, and advisor-facing relationship management capabilities.
- Proven ability to manage high-volume casework end-to-end with precision and accountability.
- Demonstrated leadership and mentoring capability despite individual contributor role.
- Ability to work under pressure, meet deadlines, and deliver consistent execution results.
- Strategic and tactical thinker with a collaborative, solution-oriented approach.
- High level of professionalism, adaptability, and personal accountability.
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See All 17 Insurance Consultant Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Insurance Consultant JobsInsurance Consultant Jobs by City in Connecticut
Where Connecticut roles are concentrated, by current openings.
Insurance Consultant Job Market in Connecticut
A snapshot from current Connecticut openings, updated as new roles post.
Who's Hiring
- Sagesure Insurance Managers5
- USI Insurance Services4
- Liberty Mutual Insurance2
- Rockefeller Capital Management2
- CNA Insurance1
Top Industries Hiring
- Insurance8
- Consulting & Professional Services5
- Investment & Asset Management3
- Accounting & Auditing1
What Connecticut Employers Look For
The qualifications that appear most often in insurance consultant jobs across Connecticut.
- Active state insurance license in property and casualty or life and health
- Two or more years of experience in insurance sales, consulting, or account management
- Proficiency with agency management systems such as Applied Epic or Vertafore
- Strong knowledge of insurance products across personal lines, commercial, or employee benefits
- Bachelor's degree in business, finance, risk management, or a related field
- Professional designation such as CPCU, CIC, or CLU preferred
Insurance Consultant Jobs in Connecticut: Frequently Asked Questions
How many insurance consultant jobs are there in Connecticut?
There are 17+ insurance consultant openings in Connecticut on Migrate Mate as of June 2026, with the most roles in Cheshire, Norwalk, and Stamford. New positions post regularly as employers across Connecticut hire.
How much do insurance consultants make in Connecticut?
Insurance consultants in Connecticut earn a median of about $74,840 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $42,670 for the lowest 10% to over $161,690 for the top 10%. Pay rises with experience, specialty, and employer.
Which Connecticut cities have the most insurance consultant jobs?
Cheshire, Norwalk, and Stamford have the most insurance consultant openings in Connecticut right now, with additional roles spread across smaller metros statewide.
Which companies hire insurance consultants in Connecticut?
Employers hiring insurance consultants in Connecticut include Sagesure Insurance Managers, USI Insurance Services, and Liberty Mutual Insurance, based on current listings on Migrate Mate as of June 2026.
Are there remote insurance consultant jobs in Connecticut?
Yes. About 6% of insurance consultant openings tied to Connecticut are remote or hybrid as of June 2026. The rest are on-site roles based in Connecticut metros.
How do I apply for insurance consultant jobs in Connecticut?
You can apply to insurance consultant jobs in Connecticut directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Connecticut location, then apply to each one that fits.
See All 17 Insurance Consultant Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
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