Insurance Specialist

Revolt Financial; United States; Vor Ort; USD 95.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Vision insurance

401(k)

Zusammenfassung

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.

Qualifikationen

• 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.
• Entrepreneurial mindset with interest in building a brokerage book of business.

Aufgaben

• 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.
• Develop strong relationships with carriers and underwriters to stay on top of product innovation and competitive positioning.
• Track production, forecast growth opportunities, and share sales insights with leadership.
• Build your own brokerage relationships over time, earning additional compensation tied to production and distribution growth.

Kenntnisse

Sales instincts

Product knowledge in DI and LTC insurance

Excellent communication skills

Relationship-building

Ausbildung

Bachelor's degree in Business, Finance, Insurance, or related field

Tools

Salesforce or similar CRM systems

Carrier illustration software

Jobbeschreibung

Insurance Specialist - Disability & Long-Term Care Planning

Compensation: Competitive OTE, including base salary and additional earnings from brokerage production | W2 with benefits

Our client, a leading financial services firm, is seeking a driven and knowledgeable Insurance Specialist with deep expertise in Disability Income (DI) and Long-Term Care (LTC) insurance. This role is ideal for an internal wholesaler, case designer, or product specialist who enjoys working closely with advisors, helping them close more cases, strengthen client conversations, and expand protection planning within their practices.

As the firm’s go-to DI/LTC expert, you’ll educate advisors, design solutions, and support implementation while also having the opportunity to develop your own brokerage book of business. You’ll work closely with firm leadership and carrier partners to create production opportunities and position the firm as a leader in income protection and care planning.

What You’ll Do:

• Serve as the firm’s internal resource on DI and LTC solutions, supporting advisors through case design, product selection, and underwriting strategy
• Partner with advisors to identify income protection and extended care opportunities within their client base
• Lead advisor training and client-facing presentations on DI/LTC concepts, product mechanics, and planning strategies
• Develop strong relationships with carriers and underwriters to stay on top of product innovation and competitive positioning
• Track production, forecast growth opportunities, and share sales insights with leadership
• Build your own brokerage relationships over time, earning additional compensation tied to production and distribution growth

Qualifications:

• 5+ years of experience in insurance or financial services, preferably in an internal wholesaling, case design, or advanced planning role
• Bachelor’s degree in Business, Finance, Insurance, or related field (or equivalent experience)
• Strong sales instincts with product knowledge in DI and LTC insurance, both traditional and hybrid
• Proven ability to educate and influence advisors, helping them integrate protection products into holistic planning
• Excellent communication and relationship‑building skills
• Entrepreneurial mindset with interest in building a brokerage book of business
• Experience using carrier illustration software and CRM systems (Salesforce or similar)
• Familiarity with brokerage environments is a plus

Why Join the Team:

• Competitive compensation and benefits
• Collaborative and supportive work environment
• Opportunities for professional growth and development

Seniority Level

Director

Employment Type

Full‑time

Job Function

Consulting, Sales, and Management

Industry

Insurance

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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