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:

• 8+ 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 Models:

Option 1: High Base + Moderate Incentive

• Base Salary: $125,000 to $150,000
• Commission (Existing Clients): 10–15% of gross revenue placed
• Commission (Net New Clients): 20–25% of gross revenue placed
• On-Track Earnings (OTE): $165,000 to $200,000+
• Best for a seasoned specialist who thrives in a consultative, team-first environment

Option 2: Moderate Base + Higher Incentive

• Base Salary: $100,000 to $125,000
• Commission (Existing Clients): 15–20% of gross revenue placed
• Commission (Net New Clients): 30–35% of gross revenue placed
• On-Track Earnings (OTE): $175,000 to $225,000+
• Ideal for someone with strong business development skills and an entrepreneurial drive