Claire Myers Consulting
Life Insurance Specialist (Greenville)
Claire Myers Consulting, Greenville, South Carolina, United States, 29610
Location:
Greenville, SC (Preferred On-Site; Remote or Hybrid for the Right East Coast/Southeast Candidate)
Compensation:
See examples below
About the Firm:
Our client is a boutique, planning-first wealth management firm with $400 million in assets under management and a collaborative team of 15 professionals. The firm offers comprehensive financial planning and investment management services and is committed to delivering long-term value to clients. They are now expanding their offering by integrating life insurance into the planning process and are looking for a tenured expert to lead this initiative.
About the Role:
The Life Insurance Specialist will partner with advisors to bring tailored insurance strategies to existing clients, while also driving new business through education-based outreach and referral relationships. This person will be both a strategic team member and a proactive business developerable to collaborate, educate, and generate results.
Key Responsibilities:
Conduct life insurance diagnostics for current clients, identifying protection and planning gaps Collaborate with Lead and Service Advisors to present integrated planning strategies Build confidence and knowledge across the advisory team through internal training and case support Handle end-to-end implementation including illustrations, underwriting, applications, and client follow-up Cultivate and manage strategic referral partnerships with centers of influence (estate attorneys, CPAs, etc.) Generate new client opportunities through workshops, networking, and outreach Serve as the internal expert on life insurance products, trends, and planning use cases
Ideal Candidate:
5+ years of experience in life insurance planning, ideally within or alongside an RIA or planning-focused wealth firm Skilled at both collaborative consultation and independent business development Strong knowledge of estate planning, permanent and term life solutions, and underwriting practices Excellent communicator and educatorcomfortable leading both client conversations and internal training Life & Health license required CFP, CLU, or similar credential strongly preferred
Compensation: $100K+ base (depending on experience) + commission. OTE: $200k-250K+
Greenville, SC (Preferred On-Site; Remote or Hybrid for the Right East Coast/Southeast Candidate)
Compensation:
See examples below
About the Firm:
Our client is a boutique, planning-first wealth management firm with $400 million in assets under management and a collaborative team of 15 professionals. The firm offers comprehensive financial planning and investment management services and is committed to delivering long-term value to clients. They are now expanding their offering by integrating life insurance into the planning process and are looking for a tenured expert to lead this initiative.
About the Role:
The Life Insurance Specialist will partner with advisors to bring tailored insurance strategies to existing clients, while also driving new business through education-based outreach and referral relationships. This person will be both a strategic team member and a proactive business developerable to collaborate, educate, and generate results.
Key Responsibilities:
Conduct life insurance diagnostics for current clients, identifying protection and planning gaps Collaborate with Lead and Service Advisors to present integrated planning strategies Build confidence and knowledge across the advisory team through internal training and case support Handle end-to-end implementation including illustrations, underwriting, applications, and client follow-up Cultivate and manage strategic referral partnerships with centers of influence (estate attorneys, CPAs, etc.) Generate new client opportunities through workshops, networking, and outreach Serve as the internal expert on life insurance products, trends, and planning use cases
Ideal Candidate:
5+ years of experience in life insurance planning, ideally within or alongside an RIA or planning-focused wealth firm Skilled at both collaborative consultation and independent business development Strong knowledge of estate planning, permanent and term life solutions, and underwriting practices Excellent communicator and educatorcomfortable leading both client conversations and internal training Life & Health license required CFP, CLU, or similar credential strongly preferred
Compensation: $100K+ base (depending on experience) + commission. OTE: $200k-250K+