DI/LTC Insurance Specialist — Advisor Training & Growth
Revolt Financial
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm is seeking an experienced Insurance Specialist focused on Disability Income and Long-Term Care insurance. The role involves supporting advisors with case design and product selection, educating them on insurance solutions, and building business relationships. Candidates should have a background in insurance with a strong understanding of DI and LTC products. This position offers competitive compensation and benefits, plus opportunities for professional growth and a collaborative work environment.
Qualifications
- 5+ years of experience in insurance or financial services, preferably in internal wholesaling or case design.
- Proven ability to educate and influence advisors.
- Entrepreneurial mindset with interest in building a brokerage book of business.
Responsibilities
- Serve as the firm’s internal resource on DI and LTC solutions.
- Partner with advisors to identify income protection opportunities.
- Lead advisor training and client-facing presentations.
Skills
Sales instincts
Product knowledge in DI and LTC insurance
Excellent communication skills
Relationship-building
Education
Bachelor's degree in Business, Finance, Insurance, or related field
Tools
Salesforce or similar CRM systems
Carrier illustration software
Job description
A leading financial services firm is seeking an experienced Insurance Specialist focused on Disability Income and Long-Term Care insurance. The role involves supporting advisors with case design and product selection, educating them on insurance solutions, and building business relationships. Candidates should have a background in insurance with a strong understanding of DI and LTC products. This position offers competitive compensation and benefits, plus opportunities for professional growth and a collaborative work environment.
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