State Licensed Insurance Specialist
Job Summary
Partnering with wealth advisors, the remote State Licensed Insurance Specialist will identify, develop, and execute insurance solutions while managing client relationships and providing technical expertise in insurance planning.
Key responsibilities
- Develop strong relationships with wealth advisors and serve as their primary insurance subject matter expert
- Evaluate client needs to create tailored insurance recommendations across various products and strategies
- Manage insurance opportunities from discovery through application and policy issuance, ensuring a positive client experience
Required qualifications
- 7+ years of experience in life insurance sales or advanced insurance planning
- Active state life and health insurance licenses, with the ability to obtain additional licenses as needed
- Strong technical knowledge of permanent life insurance and advanced planning applications
- Proven track record of generating insurance revenue and closing complex cases
- Ability to operate independently and manage multiple opportunities across a geographically dispersed advisor network
Complete Job Description
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