Insurance Jobs in Minnesota with TN Sponsorship
Minnesota's insurance sector spans major carriers, regional insurers, and financial services firms headquartered in Minneapolis and St. Paul, including companies like Securian Financial, Allianz Life, and Travelers. Canadian and Mexican professionals in actuarial, underwriting, and risk management roles can pursue TN visa sponsorship with Minnesota employers actively hiring across the Twin Cities metro.
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Get Access To All JobsAbout Vertex Capital Planning
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.
Position Details
The Lead Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role’s seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships. This position is located in the Northwestern Mutual – Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM – 4:00 PM.
Responsibilities include but are not limited to:
- Client service support: executing directives based on client needs
- Manage client communication including correspondence, notes, files, and maintain compliant client records
- Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
- Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery
- Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
- Team coordination: work with multiple team members to drive good client experience & service
- Keep up to date on software system enhancements, new products, and compliance changes/opportunities
- Participate in learning opportunities
Qualifications
- Bachelor’s degree in finance or related field, preferred
- Minimum 3 years of finance, client relations, financial operations and/or financial planning experience
- Active Series 7, and Series 63 registrations, or equivalent required
- Active Minnesota Life, Accident, and Health Insurance license preferred
Performance Skills:
- Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
- High sense of urgency, attention to detail, and exceptional organizational skills
- Excellent oral and written communication skills
- Task-minded with the ability to follow through and execute in a timely manner
- High degree of initiative and autonomy
- Demonstrates ability to maintain effective working relationships within the firm and its clients
Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
About Vertex Capital Planning
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.
Position Details
The Lead Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role’s seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships. This position is located in the Northwestern Mutual – Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM – 4:00 PM.
Responsibilities include but are not limited to:
- Client service support: executing directives based on client needs
- Manage client communication including correspondence, notes, files, and maintain compliant client records
- Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
- Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery
- Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
- Team coordination: work with multiple team members to drive good client experience & service
- Keep up to date on software system enhancements, new products, and compliance changes/opportunities
- Participate in learning opportunities
Qualifications
- Bachelor’s degree in finance or related field, preferred
- Minimum 3 years of finance, client relations, financial operations and/or financial planning experience
- Active Series 7, and Series 63 registrations, or equivalent required
- Active Minnesota Life, Accident, and Health Insurance license preferred
Performance Skills:
- Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
- High sense of urgency, attention to detail, and exceptional organizational skills
- Excellent oral and written communication skills
- Task-minded with the ability to follow through and execute in a timely manner
- High degree of initiative and autonomy
- Demonstrates ability to maintain effective working relationships within the firm and its clients
Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Job Roles in Insurance in Minnesota
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Get Access To All JobsFrequently Asked Questions
Which insurance companies sponsor TN visas in Minnesota?
Minnesota has a concentration of insurance and financial services employers that have sponsored TN visas, including Securian Financial, Allianz Life Insurance Company of North America, Travelers, and Ameriprise Financial. Regional carriers and third-party administrators operating in the Twin Cities also hire TN-eligible professionals. Sponsorship availability depends on the specific role, the employer's hiring needs, and whether the position qualifies as a specialty occupation under TN criteria.
Which cities in Minnesota have the most insurance TN sponsorship jobs?
The Twin Cities metro, specifically Minneapolis and St. Paul, accounts for the large majority of insurance TN sponsorship opportunities in Minnesota. Several major carriers and financial services firms maintain their headquarters or significant regional operations there. Bloomington and Minnetonka also host insurance employer offices within the metro. Opportunities outside the Twin Cities are limited, making the metro area the primary target for TN job seekers in this industry.
What types of insurance roles typically qualify for TN sponsorship?
TN visa eligibility in the insurance industry generally covers roles that require a specific bachelor's degree or higher in a related field. Actuaries, statisticians, financial analysts, accountants, and management consultants working within insurance firms commonly meet TN criteria. Underwriters and risk analysts with relevant degree backgrounds may also qualify. Roles that are primarily sales-focused or that do not require a specific professional degree tend not to meet the specialty occupation standard for TN status.
How do I find insurance TN sponsorship jobs in Minnesota?
Migrate Mate is the most direct way to find insurance TN sponsorship jobs in Minnesota, with listings filtered specifically by visa type and state so you are not sorting through positions that will not support your status. Because TN sponsorship requires the employer to be willing to file the necessary documentation, searching a general job board makes it difficult to identify qualifying opportunities. Migrate Mate surfaces roles where TN sponsorship is confirmed, saving significant research time for Canadian and Mexican professionals targeting Minnesota's insurance market.
Are there any Minnesota-specific considerations for TN sponsorship in insurance?
Minnesota regulates insurance professionals through the Minnesota Department of Commerce, and some roles, such as licensed adjusters or agents, require state licensure independent of immigration status. TN status itself does not exempt you from state licensing requirements, so professionals in regulated insurance roles should factor in licensing timelines alongside the visa process. Additionally, Minnesota's insurance market is heavily concentrated in the Twin Cities, so relocation to that metro area is a practical reality for most TN applicants pursuing insurance careers in the state.
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