Life Insurance Relationship Manager

Schechter Wealth

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Job Description

Our firm is seeking a Relationship Manager with a strong background in life insurance to understand our clients’ and prospects’ objectives, identify solutions, educate, advise and oversee the execution of the insurance acquisition process throughout our internal design, underwriting, and service teams.

Essential Job Functions

• Manage and strengthen Schechter’s client and prospect relationships
• Identify and present solutions to Schechter’s client and prospect relationships
• Liaise with functional departments to drive opportunities through all stages of the process including case design and underwriting
• Stay current with developments in the industry, the product environment, tax regimes, and Schechter’s capabilities

Experience & Education

• 5+ years in a client-facing role (any industry)
• 5+ years working with Life Insurance Products
• Cursory knowledge of Estate and Income Tax
• Bachelor’s degree

Required Skills

• Relationship building
• Superior verbal and written communication
• White-glove service mentality
• High sense of urgency and follow-through
• Exceptional level of accuracy and attention to detail
• Strong organizational skills, planning and time management
• Enthusiasm and high-level of accountability
• Discretion/confidentiality a must

Our Promise

• Unique work environment with strong employee culture and values
• Competitive salary with Merit and Team Bonus eligibility
• High-quality benefits including Medical, Dental, Vision, Disability, HSA, FSA, 401K, etc.
• Paid time off
• Flexible work from home policy

Please send your resume to

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