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Director of Investment and Insurance

Honolulu, HI 96816 | Direct Hire

Post Date: 07/16/2018 Job ID: 16588 Job Category: Finance

Bishop & Co. is seeking qualified candidates for an exciting opportunity for its client based in Honolulu.


Director of Investment and Insurance #16588




Manages the American Insurance and Investments team and is responsible for developing and implementing the long-term strategy for growing this segment of the organization’ s portfolio.  Responsible for achieving planned annual revenue and other business targets.  Ensures the appropriate systems and resources are in place to facilitate success in meeting business objectives.


  • Develops and implements the business strategies for ensuring continuous growth in the Insurance and Investment business that considers factors such as AUM, number of client financial plans, organizational profitability, etc.  Accountable for achievement of annual revenue, volume and product mix targets.
  • Implements sound business practices that ensure full compliance with all regulatory requirements.  Ensures the team is properly trained in fiduciary and professional accountabilities; initiates controls to validate such compliance.
  • Manages the day-to-day relationship with the broker-deal and other business partners.
  • Accountable for hiring and retaining teammates, including all licensed and non-licensed personnel.  Provides leadership, coaching, and guidance to all team members, including the development of individual performance plans and providing periodic review and coaching as appropriate to the situation.
  • Ensures development of systems and procedures for tracking business and sales results.  Collaborates with other organizational experts in developing and administering incentive programs for the Insurance and Investment team that rewards achievement of planned goals and also incorporates stretch goals/rewards.



Skills & Experience
  • Twelve (12) years of progressive leadership of Financial Advisor teams where accountable for developing and implementing strategies for business growth
  • Five (5) years developing marketing strategies for growing business & deepening market share
  • Five (5) years successful track record as an individual producer in marketing/selling insurance and investment products
  • Demonstrates an extensive knowledge of fiduciary and regulatory matters/requirements associated with individuals providing financial advice and the sales of financial products
  • Possesses extensive knowledge of insurance and investment products
  • Demonstrates highly effective leadership and communication skills
  • Possesses effective sales motivation skills/techniques and able to demonstrate success in improving sales production
  • Must demonstrate effective financial acumen, including having prior accountability for managing a departmental budget

Professional Certifications, Licenses, and/or Registration Requirements:
  • Possesses a current State of Hawaii Life and Health insurance license
  • Possesses Series 7, 63, 24, 51 and 66 securities licenses

  • College 4-year  degree in  Financial Management, Business Management,   or related field of study

Bishop & Company provides recruiting and placement services for client companies and job seekers for opportunities throughout Hawaii, with emphasis on executive search, direct hire, temp to hire, and temporary/contract staffing. We charge no fees to our placed candidates and our temporary/contract employees. Our client services are 100% guaranteed.

Please forward resumes to:
Bishop & Company
(or Email:

Phone: 808-839-2200
Fax: 808-839-4844



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