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
• CFP®, CLU®, or similar credential strongly preferred

Compensation: $100K+ base (depending on experience) + commission. OTE: $200k-250K+