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PA-Lower Merion
PA-Lower MerionAmerican Senior Benefits • Merion Station, PA, United States
PA-Lower Merion

PA-Lower Merion

American Senior Benefits • Merion Station, PA, United States
8 days ago
Job type
  • Full-time
Job description

Private Client Insurance Advisor

Regional expansion into Lower Merion seeking experienced licensed advisors ready for a more refined platform.

Designed for professionals serving affluent households who require broad planning capability and product depth.

Platform Highlights:

  • 300+ national carriers
  • Holistic solutions for complex households
  • Multi-generational planning support
  • Ownership of client relationships and renewals

If you are accustomed to sophisticated conversations and high expectations, this model deserves consideration.

Discreet inquiry welcomed.

Responsibilities

  • Conduct comprehensive financial protection reviews for affluent and professional households
  • Design multi-layered strategies using a broad carrier platform
  • Collaborate when appropriate with CPAs, estate attorneys, and financial advisors
  • Present advanced planning solutions including annuities, life strategies, and retirement income positioning
  • Maintain discretion, compliance, and high professional standards
  • Cultivate long-term multi-generational client relationships
  • Grow and protect a premium book of business

Qualifications

  • Active Pennsylvania Life & Health license
  • Experience working with high-income or professional clientele preferred
  • Strong consultative approach and polished communication style
  • High personal accountability and professionalism
  • Ability to navigate complex conversations with confidence
  • Long-term relationship mindset

Compensation

USD $70,000.00 - USD $100,000.00 /Yr.

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PA-Lower Merion • Merion Station, PA, United States

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