State Licensed Insurance Specialist

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