$100,000–$125,000/yr
- Counsel advisory firm clients on full-cycle life insurance, including policy reviews, case design, underwriting, and placement through in-force delivery.
- Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding.
- Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform.