Life Insurance Advanced Sales Consultant

Summary

Join Modern Life, a tech-driven life insurance company, as a Life Insurance Advanced Sales Consultant! This fully remote, U.S.-based role offers equity, flexible PTO, and comprehensive benefits. You will support brokerage managers and advisors by providing advanced planning solutions and education. Responsibilities include running life insurance illustrations, consulting with client advisors, and designing complex cases for high-net-worth clients. The ideal candidate possesses 10+ years of experience in advanced life insurance sales, expertise in consulting with financial professionals, and a deep understanding of life insurance products and tax implications. A burning desire to revolutionize the life insurance industry is a plus.

Requirements

• 10+ years of experience in life insurance advanced sales - experienced in helping advisors with their high-net-worth clients
• Experience consulting with financial advisors as well as their attorneys, CPAs, and other professionals to explain insurance planning concepts, tax ramifications, legislative impact and how life insurance can be an important part of their planning
• Experienced in creating and managing illustrations and supplemental ledgers
• A thorough understanding of life insurance carriers, their appetites for specific designs and planning concepts, and their products
• Well-versed in both tax and life insurance
• A strong understanding of life insurance case design
• Amazing communication skills and is able to speak with confidence
• The ability to truly listen to their advisors and then share that feedback to help the company improve its product offerings
• Deep understanding of carrier products, premium funding strategies and product flexibility

Responsibilities

• Support Brokerage Managers and Modern Life’s advisors with advanced strategies as it relates to business, estate, and tax planning
• Run life insurance illustrations and supplemental ledgers to show alternative scenarios for policy performance
• When required, consult with the advisor’s clients’ financial advisors, attorneys, and CPAs to aid in developing the best financial planning and tax strategies for clients
• Be hands-on with life insurance complex case design for high-net worth clients while being holistic in your approach to advanced sales to meet client needs
• Work with a variety of specialized life insurance products as well as multiple carriers and underwriters

Preferred Qualifications

• A burning desire to change the life insurance industry
• Experience with Winflex and/or Ensight as well as various carrier software

Benefits

• Equity - With this company, you'll have skin in the game and the opportunity to earn true wealth over the long term with equity in the company
• Flexible PTO as well as 10 paid holidays
• Employer-Sponsored medical, dental, and vision insurance for employees and dependents
• STD and life insurance ($100,000) included
• 401K and supplemental insurance available