NewEdge Wealth
Life Insurance Product Specialist (New York)
NewEdge Wealth, New York, New York, United States, 10261
Job Summary:
The Life Insurance Product Specialist role will support fixed and variable life insurance policy structuring, implementing, and servicing across our insurance platform within our RIA and affiliated broker-dealer. You will partner directly with advisors and our back-office services partners (underwriting, suitability, product comparison, and case design) to deliver world-class solutions for estate planning, wealth transfer, retirement planning, and risk-management needs for clients of NewEdge Wealth. Ideal candidates bring deep technical product knowledge, case design experience, and comfort interacting with UHNW advisors and clients.
Location:
Stamford, CT candidates preferred, but New York, NY candidates will be considered as well.
Responsibilities: Case Design & Product Analysis Evaluate fixed and variable insurance options based on client objectives, financial profiles, and liquidity considerations. Work with advisors and back-office partners to prepare and review product illustrations, policy comparisons, carrier proposals, and underwriting strategies. Provide unbiased product recommendations while coordinating with carrier wholesalers, underwriters, and analytics teams. Client & Advisor Communication Serve as the primary internal resource for advisors on life insurance planning, product selection, and case positioning for UHNW clients. Translate estate-planning and financial-planning goals into appropriate insurance strategies (e.g., wealth transfer, income replacement, premium financing considerations, trust-owned life insurance, etc.). Participate in client meetings alongside advisors to explain product structures, illustrate scenarios, and support the sales process. Operational & Compliance Management Liaise with our in-house insurance entities for licensing, carrier contracting, compliance workflow, and variable product processes through the broker-dealer. Work closely with compliance, operations, and new business teams to ensure all documentation meets regulatory requirements. Maintain strong relationships with key carriers, IMOs/BGAs, and underwriting partners to facilitate best-in-class service. Policy Management & Life-Cycle Oversight Oversee policy placement, delivery, and in-force management across fixed and variable lines. Coordinate with outside partners for ongoing policy reviews, performance monitoring, suitability assessments, and policy remediation. Track all active cases, pipeline stages, and renewal activity; ensure a consistent, high-quality experience for advisors. Marketing & Platform Development Coordinate with the marketing team to develop high-quality training materials, sales resources, playbooks, and educational programs for advisors. Lead the preparation of client presentations and collaborate with advisor.
Skills & Qualifications Minimum 510+ years
of experience in life insurance distribution, advanced case design, brokerage, GA/BGA/IMO/FMO support, or carrier wholesaling. Strong knowledge across life insurance products, including IUL, VUL, Whole Life, Guaranteed UL, term, and survivorship products in relation to UHNW planning. Insurance Licensed and Series 7 and 63 or 66 preferred Exceptional communication skillsability to explain complex products in clear, client-friendly terms. Strong analytical mindset with comfort working through illustrations, policy performance, and projections. Proactive, collaborative, and driven to build a best-in-class insurance platform. Highly organized with strong attention to detail and the ability to manage multiple cases simultaneously.
Salary:
$150,000 - $200,000, based on experience
Who We Are: EdgeCo Holdings
is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group
provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.
Location:
Stamford, CT candidates preferred, but New York, NY candidates will be considered as well.
Responsibilities: Case Design & Product Analysis Evaluate fixed and variable insurance options based on client objectives, financial profiles, and liquidity considerations. Work with advisors and back-office partners to prepare and review product illustrations, policy comparisons, carrier proposals, and underwriting strategies. Provide unbiased product recommendations while coordinating with carrier wholesalers, underwriters, and analytics teams. Client & Advisor Communication Serve as the primary internal resource for advisors on life insurance planning, product selection, and case positioning for UHNW clients. Translate estate-planning and financial-planning goals into appropriate insurance strategies (e.g., wealth transfer, income replacement, premium financing considerations, trust-owned life insurance, etc.). Participate in client meetings alongside advisors to explain product structures, illustrate scenarios, and support the sales process. Operational & Compliance Management Liaise with our in-house insurance entities for licensing, carrier contracting, compliance workflow, and variable product processes through the broker-dealer. Work closely with compliance, operations, and new business teams to ensure all documentation meets regulatory requirements. Maintain strong relationships with key carriers, IMOs/BGAs, and underwriting partners to facilitate best-in-class service. Policy Management & Life-Cycle Oversight Oversee policy placement, delivery, and in-force management across fixed and variable lines. Coordinate with outside partners for ongoing policy reviews, performance monitoring, suitability assessments, and policy remediation. Track all active cases, pipeline stages, and renewal activity; ensure a consistent, high-quality experience for advisors. Marketing & Platform Development Coordinate with the marketing team to develop high-quality training materials, sales resources, playbooks, and educational programs for advisors. Lead the preparation of client presentations and collaborate with advisor.
Skills & Qualifications Minimum 510+ years
of experience in life insurance distribution, advanced case design, brokerage, GA/BGA/IMO/FMO support, or carrier wholesaling. Strong knowledge across life insurance products, including IUL, VUL, Whole Life, Guaranteed UL, term, and survivorship products in relation to UHNW planning. Insurance Licensed and Series 7 and 63 or 66 preferred Exceptional communication skillsability to explain complex products in clear, client-friendly terms. Strong analytical mindset with comfort working through illustrations, policy performance, and projections. Proactive, collaborative, and driven to build a best-in-class insurance platform. Highly organized with strong attention to detail and the ability to manage multiple cases simultaneously.
Salary:
$150,000 - $200,000, based on experience
Who We Are: EdgeCo Holdings
is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group
provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.