Life Insurance Specialist
newedgewealth
finance

Job Description:

The Life Insurance Product Specialist role will support fixed and variable life insurance policy structuring, implementing, and servicing across our insurance platform within our RIA and affiliated broker-dealer. You will partner directly with advisors and our back-office services partners (underwriting, suitability, product comparison, and case design) to deliver world-class solutions for estate planning, wealth transfer, retirement planning, and risk-management needs for clients of NewEdge Wealth. Ideal candidates bring deep technical product knowledge, case design experience, and comfort interacting with UHNW advisors and clients.

Daily Responsibilities:

Case Design & Product Analysis Evaluate fixed and variable insurance options based on client objectives, financial profiles, and liquidity considerations. Work with advisors and back-office partners to prepare and review product illustrations, policy comparisons, carrier proposals, and underwriting strategies. Provide unbiased product recommendations while coordinating with carrier wholesalers, underwriters, and analytics teams. Client & Advisor Communication Serve as the primary internal resource for advisors on life insurance planning, product selection, and case positioning for UHNW clients. Translate estate-planning and financial-planning goals into appropriate insurance strategies (e.g., wealth transfer, income replacement, premium financing considerations, trust-owned life insurance, etc.). Participate in client meetings alongside advisors to explain product structures, illustrate scenarios, and support the sales process. Operational & Compliance Management Liaise with our in-house insurance entities for licensing, carrier contracting, compliance workflow, and variable product processes through the broker-dealer. Work closely with compliance, operations, and new business teams to ensure all documentation meets regulatory requirements. Maintain strong relationships with key carriers, IMOs/BGAs, and underwriting partners to facilitate best-in-class service. Policy Management & Life-Cycle Oversight Oversee policy placement, delivery, and in-force management across fixed and variable lines. Coordinate with outside partners for ongoing policy reviews, performance monitoring, suitability assessments, and policy remediation. Track all active cases, pipeline stages, and renewal activity; ensure a consistent, high-quality experience for advisors. Marketing & Platform Development Coordinate with the marketing team to develop high-quality training materials, sales resources, playbooks, and educational programs for advisors. Lead the preparation of client presentations and collaborate with advisor.

Job Requirements:

Minimum 5�10+ years of experience in life insurance distribution, advanced case design, brokerage, GA/BGA/IMO/FMO support, or carrier wholesaling. Strong knowledge across life insurance products, including IUL, VUL, Whole Life, Guaranteed UL, term, and survivorship products in relation to UHNW planning. Insurance Licensed and Series 7 and 63 or 66 preferred Exceptional communication skills�ability to explain complex products in clear, client-friendly terms. Strong analytical mindset with comfort working through illustrations, policy performance, and projections. Proactive, collaborative, and driven to build a best-in-class insurance platform. Highly organized with strong attention to detail and the ability to manage multiple cases simultaneously.

Compensation:

Salary: $150,000 � $200,000, based on experience

Job Location(s):

Stamford, Connecticut

Source:

Company Career Section

Competition:

n/a

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