Specialized Search

We approach search through the lens of insurance-market context, business fit, and role clarity. The right hire is rarely about a resume alone. It is about finding the right combination of experience, judgment, market credibility, and long-term fit for the business.

Retention Search supports brokerages, insurance organizations, and financial advisory firms on leadership, revenue-producing, operational, and hard-to-fill roles where specialized market knowledge and business context matters.

Brokerage

  • Producer/Consultant

  • Employee Benefits Producer

  • Account Executive / Account Manager

  • Practice Leader

  • Regional Leader

  • Sales Leader

  • Client Service / Service Team Leadership

  • Marketing / Placement Leadership

  • Enrollment & Communications

  • Claims / Loss Control

  • Operations Leadership

  • Senior Executive Leadership

FINANCIAL ADVISORY & WEALTH

  • Financial Advisor / Registered Representative

  • Wealth Advisor / Private Client

  • Financial Planner / Paraplanner

  • Retirement Plan Advisor

  • Account Manager / Client Service Associate

  • Portfolio & Investment Management

  • Branch & Field Leadership

  • Compliance & Supervision

  • Advisory Operations Leadership

  • FP&A / Finance Leadership

  • Senior Executive Leadership

Carrier, risk & support

  • Underwriting

  • Marketing Underwriter

  • Claims Leadership

  • Risk Management Leadership

  • Benefits Leadership

  • Compliance/Regulatory Leadership

  • Product/Program Leadership

  • Self-Funding / Alternative Funding Specialists

  • Actuarial / Analytics

  • Technology & Systems

  • Sales & Distribution

  • Regional Leadership

  • Senior Executive Leadership

Contact us