Insurance Specialist

🔥 16 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🔒 Insurance

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• Develop strong working relationships with wealth advisors across the organization as their primary insurance subject matter expert and business development partner • Identify insurance opportunities within existing client relationships, including protection, estate planning, wealth transfer, business succession, and retirement income strategies • Develop and execute insurance recommendations with advisors • Participate in client meetings, provide technical expertise, present recommendations, and help close business • Help advisors incorporate insurance discussions into financial planning and client review processes through education and training • Evaluate client needs and develop insurance recommendations across life insurance, long-term care, disability income, business protection, estate planning, wealth transfer, business succession, key-person insurance, and executive benefits • Collaborate with financial planning, tax, estate planning, and investment teams • Evaluate existing insurance portfolios and identify policy optimization, replacement, and coverage improvement opportunities • Work with external insurance carriers, BGAs, and strategic partners on products and underwriting solutions • Manage insurance opportunities from discovery through recommendation, application, underwriting, policy issuance, and placement • Coordinate with internal support teams and external partners to ensure an efficient client experience • Assist with complex underwriting situations, product illustrations, and policy design • Ensure documentation, suitability reviews, disclosures, and compliance procedures are followed • Maintain pipeline reporting, case status, and revenue forecasts in the firm’s CRM • Conduct advisor training sessions on insurance planning strategies, product applications, and identifying client opportunities • Develop tools, case studies, and educational materials for advisors • Contribute to development of a scalable, integrated insurance offering

🎯 Requirements

• 7+ years of experience in life insurance sales, advanced insurance planning, or insurance distribution • Demonstrated track record of generating insurance revenue and successfully closing complex insurance cases • Strong technical knowledge of permanent life insurance, long-term care, and advanced planning applications • Active state life and health insurance licenses, with the ability to obtain additional state licenses as required • Strong communication, presentation, and relationship management skills • Ability to operate independently and manage multiple opportunities across a geographically dispersed advisor network • Preferred: Experience serving high-net-worth and ultra-high-net-worth clients • Preferred: Familiarity with estate planning, irrevocable life insurance trusts, premium financing, business succession, and advanced insurance strategies • Preferred: Professional designations such as CLU, ChFC, CFP, or equivalent