Title: Life Insurance Advisor
Location: Washington, DC (Remote)
Compensation: $100,000 base salary + performance incentives
Overview:
Our client is seeking a client-focused professional to join their Life Insurance team. This role centers around designing, implementing, and servicing advanced life insurance strategies for ultra-high-net-worth individuals, families, and closely held business owners. If you're experienced, organized, and motivated by delivering exceptional client service in a high-performing team, this could be a great fit.
Key Responsibilities:
- Serve as a client-facing advisor supporting the full lifecycle of life insurance planning, including estate, liquidity, and business succession strategies
- Collaborate with senior advisors to design tailored solutions, prepare illustrations, and deliver presentations
- Liaise between clients, advisors, and carriers throughout the underwriting process
- Manage post-sale service needs, including policy changes, trust/ownership updates, and ongoing reviews
- Maintain accurate records of case status, carrier communications, and client requirements
Qualifications:
- 5+ years of experience in life insurance case design, underwriting coordination, or advanced markets planning
- Deep understanding of permanent life insurance products (whole life, indexed UL, second-to-die)
- Ability to explain complex strategies clearly and professionally to clients and advisors
- Highly organized and capable of managing multiple cases with competing timelines
- Familiarity with carrier platforms, underwriting processes, and illustration software
- Life & Health license required; CFP®, CLU®, or similar designations preferred
About the Company:
This is a boutique advisory firm serving families and business owners with assets exceeding $50MM. Known for their discreet, values-first approach and deep technical expertise, they support clients with complex risk, liquidity, and legacy planning needs. Their commitment to long-term relationships and high-touch service sets them apart.