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 position is responsible for educating and influencing other advisors (life insurance and/or investment advisors) on the life insurance capabilities and service offerings of Schechter. Schechter, for decades, has been recognized as one of the most successful and sophisticated life insurance advisory practices in the country. Over the past seven years, Schechter has built out a Strategic Partnership Platform to share with other professionals. The platform provides Schechter’s industry leading intellectual capital, marketing, product design, advanced planning, premium financing, and client service processes. Strategic Partners who bring our services to their clients, often opt to share revenue, while others simply prefer to refer the business to us.Learn More