Revolt Financial · 1 day ago
Insurance Specialist
Miami-FTL Area
Full-time
Hybrid
Senior Level
5+ years expRevolt Financial is a leading financial services firm seeking a knowledgeable Insurance Specialist with expertise in Disability Income and Long-Term Care insurance. The role involves supporting advisors, designing solutions, and developing a brokerage book of business.
Financial Services
Hiring Manager
Michelle Sambrano
Responsibilities
Serve as the firm’s internal resource on DI and LTC solutions, supporting advisors through case design, product selection, and underwriting strategy
Partner with advisors to identify income protection and extended care opportunities within their client base
Lead advisor training and client-facing presentations on DI/LTC concepts, product mechanics, and planning strategies
Develop strong relationships with carriers and underwriters to stay on top of product innovation and competitive positioning
Track production, forecast growth opportunities, and share sales insights with leadership
Build your own brokerage relationships over time, earning additional compensation tied to production and distribution growth
Qualification
Required
5+ years of experience in insurance or financial services, preferably in an internal wholesaling, case design, or advanced planning role
Bachelor's degree in Business, Finance, Insurance, or related field (or equivalent experience)
Strong sales instincts with product knowledge in DI and LTC insurance, both traditional and hybrid
Proven ability to educate and influence advisors, helping them integrate protection products into holistic planning
Excellent communication and relationship-building skills
Entrepreneurial mindset with interest in building a brokerage book of business
Active Life & Health license required
Experience using carrier illustration software and CRM systems (Salesforce or similar)
Preferred
CLTC®, CFP®, ChFC®, or RHU® preferred
Familiarity with brokerage environments is a plus
Benefits
W2 with benefits
Competitive compensation and benefits
Collaborative and supportive work environment
Opportunities for professional growth and development
Company
Revolt Financial
We’re not for everybody. We’re for anybody who’s done settling.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase