Life Insurance Advanced Sales Consultant

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July 3

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Modern Life

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Insurance • Technology • SaaS

Modern Life is a technology-driven insurance service company that provides innovative solutions for life insurance advisors and producers. The company offers a proprietary brokerage platform that accelerates the insurance placement process, catering to both individual and corporate clients with a variety of life insurance products, including Term Life, Permanent Life, Long-Term Care, Disability, and Annuities. Modern Life partners with over 30 national carriers to offer comprehensive and competitive insurance products. The company emphasizes the combination of intuitive technology and expert support to streamline insurance processes, making it easier for advisors to serve their clients' sophisticated needs. Modern Life operates nationwide as a licensed insurance producer.

11 - 50 employees

☁️ SaaS

📋 Description

• Modern Life combines advanced technology with the advice of the country’s top life insurance experts. We help advisors move client opportunities into placed cases all while streamlining their practice, so they can focus on building better connections, delivering better solutions, and helping their clients lead better lives. • We have raised $20 million in seed funding, led by Thrive Capital, with participation from 12 unicorn founders from Hippo, Plaid, Reddit, Flatiron Health, Newfront, At Bay, Vouch, Cedar, Lattice, and more. • We are seeking an experienced life insurance advanced sales consultant who is excited to help our internal brokerage team and their advisors by sharing and educating them on advanced planning solutions and providing advice. This role is 100% remote and can be based anywhere in the U.S.

🎯 Requirements

• 10+ years of experience in life insurance advanced sales - experienced in helping advisors with their high-net-worth clients. • Experience consulting with financial advisors as well as their attorneys, CPAs, and other professionals to explain insurance planning concepts, tax ramifications, legislative impact and how life insurance can be an important part of their planning. • Experienced in creating and managing illustrations and supplemental ledgers. • A thorough understanding of life insurance carriers, their appetites for specific designs and planning concepts, and their products. • Well-versed in both tax and life insurance. • A strong understanding of life insurance case design. Amazing communication skills and is able to speak with confidence. • The ability to truly listen to their advisors and then share that feedback to help the company improve its product offerings. • Deep understanding of carrier products, premium funding strategies and product flexibility. • A burning desire to change the life insurance industry. This is a tech company, afterall, and we need team members who want to play a part in building the best life insurance distribution software/products on the market. • Experience with Winflex and/or Ensight as well as various carrier software.

🏖️ Benefits

• Equity - With this company, you'll have skin in the game and the opportunity to earn true wealth over the long term with equity in the company. • Flexible PTO as well as 10 paid holidays • Employer-Sponsored medical, dental, and vision insurance for employees and dependents • STD and life insurance ($100,000) included • 401K and supplemental insurance available • The opportunity to make a difference and help bring about positive change within the life insurance industry!