Private Client Manager Modern Life

HelpfulRemote; Northern (KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

HelpfulRemote is seeking an experienced Life Insurance Business Development professional to manage the full lifecycle of partnership development for an advisory platform. You will counsel clients on policy reviews, case design, underwriting, and placement, while building a pipeline of new advisory firm partners from outreach through onboarding.

In this role you will collaborate with the CEO on early partnerships and work cross-functionally with marketing, product, and operations.

Qualifications

• 7+ years in private client services, wholesale distribution, advisory firm partnerships, or similar relationship-driven financial services roles.
• Strong technical knowledge of life insurance products, underwriting, and case design.
• Experience building a book of business and understanding of the independent advisor landscape.
• Confident communication skills for engaging RIA principals.

Responsibilities

• Counsel clients on policy reviews, case design, underwriting, and placement.
• Build and manage a pipeline of new advisory firm partners from outreach through onboarding.
• Collaborate with the CEO on early partnerships and work cross-functionally with marketing, product, and operations.

Skills

Life insurance knowledge

Case design

Underwriting knowledge

Relationship management

Job description

This role manages the full lifecycle of life insurance business development for an advisory platform, working directly with advisory firm principals and their clients. Responsibilities include counseling clients on policy reviews, case design, underwriting, and placement, as well as building a pipeline of new advisory firm partners from initial outreach through onboarding.

Candidates need 7+ years in private client services, wholesale distribution, advisory firm partnerships, or similar relationship-driven financial services roles, with strong technical knowledge of life insurance products, underwriting, and case design. Experience building a book of business and understanding of the independent advisor landscape are required, along with confident communication skills for engaging RIA principals.

The role involves collaborating with the CEO on early partnerships and working cross-functionally with marketing, product, and operations. Candidates must be based in the United States.

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