Client Onboarding Specialist

Life Insurance Trust Company (Trust Company) is a South Dakota-based Trust Company focused exclusively on the administration of Irrevocable Life Insurance Trusts (ILITs) and provides duciary services to grantors and beneciaries of these trusts. Life Insurance Trust Company is a member of the Longevity Holdings, Inc. family of companies and is an affiliate of ITM. ITM is among the largest and best equipped servicers of trust owned life insurance in the United States. Our purpose is to empower parties to life insurance policies held in trust to make informed decisions and realize the full value of life insurance assets.

Life Insurance Trust Company (LITCO) is growing! We are looking for a self-motived Client Onboarding Specialist to work with our Vice President and New Business Development Team to provide highly accurate and timely services to LITCO's new and existing customers. You will be responsible for onboarding new life insurance trust accounts and ensuring all documentation is received. This position will work closely with the existing customers as well as LITCO Trust Officers to assist in onboarding new accounts.

Responsibilities :

• Oversee new business acceptance
• Interface directly with client prospects and / or their advisors and respond to inquiries from prospective clients and their advisors
• Manage all tasks associated with onboarding new clients – this includes obtaining necessary paperwork, reviewing trusts, and drafting documents
• Maintain a Project Tracker to stay organized throughout the onboarding process
• Follow up with client prospects on a periodic basis if appropriate documents have not been received
• Field calls from client prospects

Qualifications :

Preferred Consideration Given For :

If located in Sioux Falls, all applicants must be able to work from our office 5 days / week. Minneapolis candidates can be hybrid.

A few benefits offered for full-time roles include :

The base pay range for this role is $24 - $30 / hour. Base pay is positioned within the range based on several factors including an individual's knowledge, skills, and experience, with consideration given to internal equity.

We give priority to candidates residing in states where we have offices : Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota.

We will only consider applicants who live in these states : CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position.

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

Our privacy notice is available at www.itm21st.com / longevity-holdings-privacy-notice /

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