Life Insurance Private-Client Growth Lead

Modern Life; United States; Remote; USD 100,000 - 125,000; Full time

Job summary

An innovative insurance brokerage in the United States is seeking a Private Client Manager to drive life insurance business development. This role requires deep expertise in life insurance and strong business development skills. The manager will counsel advisory clients, build partnerships, and manage the firm acquisition pipeline. The ideal candidate will have over 7 years of relevant experience and excellent communication abilities. Competitive salary offered between $100,000 to $125,000, with additional opportunities for earnings.

Qualifications

• 7+ years of experience in private client services or related role in financial services.
• Strong technical knowledge of life insurance products and policy placement.
• Experience building and maintaining a partnership portfolio.

Responsibilities

• Counsel clients on life insurance lifecycle including case design and placement.
• Develop and manage the firm acquisition pipeline.
• Collaborate with the CEO on partnerships and onboarding processes.

Skills

Life insurance expertise

Business development

Relationship management

Communication skills

Job description

An innovative insurance brokerage in the United States is seeking a Private Client Manager to drive life insurance business development. This role requires deep expertise in life insurance and strong business development skills. The manager will counsel advisory clients, build partnerships, and manage the firm acquisition pipeline. The ideal candidate will have over 7 years of relevant experience and excellent communication abilities. Competitive salary offered between $100,000 to $125,000, with additional opportunities for earnings.