Client’s needs first.
Create a complete “wow” experience.
Make Schechter a special place to be.
Cultivate knowledge; we strive to be the experts, today and tomorrow.
This role is an exceptional position for someone who has a strong desire to assist high net-worth clients and their families with their existing life, disability, and long term care insurance policies. Schechter is a high-growth firm that maintains a white-glove “Clients’ Needs First” attitude for all of our clients. We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delivering excellent customer service that results in a “WOW” experience.. This individual will be placed in a thriving growth environment and have the opportunity to make an immediate impact within our service team.Learn More
The primary function of the Life Insurance Analyst is to create presentations to assist advisors and clients as they make decisions about the structure, design, and funding of new life insurance. He or she will also be tasked with evaluating current existing policies and offer guidance on how to optimize performance. This role supports the advisor team by preparing presentations primarily in Excel and various life insurance illustration software programs.Learn More
This is an extraordinary opportunity for a talented and entrepreneurial professional. The Chief of Staff will be the right hand of the Chief Operating Officer in charge of delivering transformational initiatives and supporting the management of all Schechter functions. The role involves both strategical and tactical responsibilities with a view to the entire company from designing an institutional partner strategy, to completing advisor acquisitions, to creating measuring frameworks. Schechter is a high-growth organization and as a result, this position requires an extraordinary level of energy and commitment.Learn More
The Executive Administrative Assistant excels at organization, prioritization, and attention to detail. This individual will support multiple insurance/investment sales advisors to help them with scheduling, managing their pipelines, and other administrative tasks. They are a key part of helping our advisors stay on track and excel. This individual should be able to work with a variety of different personalities to adapt to their specific needs. The administrative assistant needs to be able to work with little supervision and be able to anticipate and prioritize tasks.Learn More
The Senior Accountant is an integral part of Schechter’s accounting team with responsibilities for accounting, fund administration, insurance, and other functions as determined by the Director of Accounting in conjunction with the Chief Operating Officer.Learn More
The Director of Human Resources is responsible for creating Schechter’s Human Resources strategy and for leading the execution of tactical programs with the objective of growing our team with extremely capable professionals and retaining our current talent base. The Director of Human Resources will also be responsible for maintaining and enhancing Schechter’s Core Values. He/She will determine the structure of the Human Resources department and manage its members. We expect this function to rapidly expand in line with our business expansion.Learn More
The senior insurance analyst is one of the “in-house” insurance experts. We are looking for an individual to help with advanced case design and product analysis. This individual should already have experience within the life insurance industry and a deep knowledge of illustration design. The role will include running illustrations, keeping our team and national partners apprised of changes in the life insurance industry, and conducting in-depth analysis to demonstrate those changes. The Senior Insurance Analyst also possesses scrupulous attention to detail, excellent communication, and presentation skills. A proficient grasp of the current life insurance market regarding carriers, products & legislation is required.Learn More