Life Insurance / Case Design Specialist

Job Description

Job Description

Title :  Life Insurance Advisor

Location :  Washington, DC (Remote)

Compensation :  $100,000 base salary + performance incentives

Overview :

Our client is seeking a client-focused professional to join their Life Insurance team. This role centers around designing, implementing, and servicing advanced life insurance strategies for ultra-high-net-worth individuals, families, and closely held business owners. If you're experienced, organized, and motivated by delivering exceptional client service in a high-performing team, this could be a great fit.

Key Responsibilities :

• Serve as a client-facing advisor supporting the full lifecycle of life insurance planning, including estate, liquidity, and business succession strategies
• Collaborate with senior advisors to design tailored solutions, prepare illustrations, and deliver presentations
• Liaise between clients, advisors, and carriers throughout the underwriting process
• Manage post-sale service needs, including policy changes, trust / ownership updates, and ongoing reviews
• Maintain accurate records of case status, carrier communications, and client requirements

Qualifications :

About the Company :

This is a boutique advisory firm serving families and business owners with assets exceeding $50MM. Known for their discreet, values-first approach and deep technical expertise, they support clients with complex risk, liquidity, and legacy planning needs. Their commitment to long-term relationships and high-touch service sets them apart.