Private Client Insurance Advisor | High-Net-Worth Focus
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
- 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
Skills Required
- Active Pennsylvania Life and Health license
- Experience working with high-income or professional clientele
- Strong consultative approach and polished communication style
- High personal accountability and professionalism
- Ability to navigate complex conversations with confidence
- Long-term relationship mindset
What We Do
At American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal and precise. Every time we help a customer make a decision that’s right for them, it makes them – and our organization – stronger.
