Modern Life
Private Client Manager
Remote (US) · Exec
Sponsorship not specified$85k-$100kDetected 132 days ago
Business DevelopmentUnderwriting
About the role
- Join our team and accelerate your career.
- This is a role for someone who combines deep life insurance expertise with a business development mindset.
Responsibilities
- You've built and maintained a book of business or partnership portfolio and know what it takes to develop relationships from introduction to long-term partnership
- You're a clear, confident communicator who builds trust quickly and is credible in a room full of RIA principals
- You're energized by building something new and contributing to how a growing company goes to market
Requirements
- 7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services
- You have a strong understanding of the independent advisor landscape, how they evaluate platforms, what matters to them, and what gets in their way
Skills
- Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans.
Compensation
- $85k-$100k
Benefits
- Strong technical knowledge of life insurance products, underwriting, case design, and policy placement - you can drive the full case lifecycle.
- Working knowledge of wealth management, financial planning, and the intersection with life insurance distribution
Apply directly at Modern Life →Create a free account for alerts like thisView Modern Life immigration profile
This listing is sourced directly from Modern Life's careers page and normalized into a canonical job model.