Claire Myers Consulting
1 day ago Be among the first 25 applicants
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 developer—able 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 educator—comfortable leading both client conversations and internal training
Life & Health license required
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
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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 developer—able 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 educator—comfortable leading both client conversations and internal training
Life & Health license required
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
#J-18808-Ljbffr