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Insurance Specialist
Southington, CT
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Now Hiring: Insurance Specialist | Southington, CT

Salary: $118,000 – $132,000

**Relocation Assistance Available | Full-Time | 0% Travel


We’re partnering with a dynamic, mission-driven financial services firm to find an experienced Insurance Specialist to join their team in Southington, CT. This is a client-facing position focused on insurance strategy and planning—not sales.


The ideal candidate will have deep expertise in life and health insurance, Medicare, and financial integration. You’ll work hand-in-hand with financial planners and advisors to craft holistic insurance solutions that align with long-term goals.


Why join this team?

• Full company benefits with 401k match

• Complimentary group fitness classes

• Regular community involvement opportunities

• Collaborative, growth-focused culture built on teamwork, humility, and stewardship


What you’ll do:

• Conduct insurance gap analysis & develop personalized solutions

• Advise on Medicare, life, and disability insurance needs

• Collaborate with advisors to deliver holistic financial strategies

• Guide clients through enrollment and education processes

• Stay current on compliance and regulatory changes


Must-Haves:

• 5–7 years in insurance or Medicare consulting

• Active CT Life & Health Insurance license (Access Health a plus)

• Bachelor’s degree in Finance, Econ, or related field

• Exceptional communication & relationship-building skills


Please note: This is not a sales or business development role.


Ready to make an impact? Apply today and help clients gain peace of mind and long-term financial protection.


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