UHNW Life Insurance Strategy Director

Neil Jesani Advisors, Inc.; Florida; Hybride; USD 300 000 - 500 000; Plein temps

Avantages offerts par ce poste

401(k) Plan

Health Coverage

Paid Time Off

Hybrid flexibility

Résumé du poste

Neil Jesani Advisors in Florida seeks a Director of Life Insurance Strategies to serve as the firm’s senior subject matter expert for life insurance. You will work with ultra-high-net-worth private clients to structure, negotiate, and execute complex insurance solutions aligned with tax and estate strategies.

Reporting directly to executive leadership, you will bridge advanced income and transfer tax planning with institutional-grade insurance products, lead client consultations, and partner

Qualifications

• Florida 2-14 or 2-15 life/variable annuity license in good standing.
• Minimum 15+ years in high-end life insurance advisory for UHNW clients.
• Expert knowledge of IUL/VUL/Whole Life, Survivorship, PPLI.

Responsabilités

• Architect and implement complex life insurance solutions for estate liquidity, wealth transfer, and executive compensation.
• Lead high-capacity underwriting processes and coordinate with carriers.
• Collaborate with tax strategists, estate attorneys, and private wealth advisors to optimize tax and estate outcomes.
• Provide executive-level client engagement and leadership in UHNW discussions.

Connaissances

FL License 2-14/2-15

15+ years experience

IUL & VUL

PPLI

Premium financing

Estate tax knowledge

Executive presence

Formation

Bachelor’s in Finance/Business

CPA/JD/Master’s in Taxation

Description du poste

Neil Jesani Advisors in Florida seeks a Director of Life Insurance Strategies to serve as the firm’s senior subject matter expert for life insurance. You will work with ultra-high-net-worth private clients to structure, negotiate, and execute complex insurance solutions aligned with tax and estate strategies.

Reporting directly to executive leadership, you will bridge advanced income and transfer tax planning with institutional-grade insurance products, lead client consultations, and partner