Claire Myers Consulting · 1 week ago
Life Insurance Planning Specialist
Greenville, SC
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $250K/yr
5+ years expClaire Myers Consulting is a boutique wealth management firm looking for a Life Insurance Planning Specialist to enhance their offerings. The role involves partnering with advisors to create tailored insurance strategies, driving new business through education and referrals, and serving as an internal expert on life insurance products.
ConsultingHuman ResourcesRecruiting
Responsibilities
Conduct life insurance diagnostics for current clients, identifying protection and planning gaps
Collaborate with Lead and Service Advisors to present integrated planning strategies
Build confidence and knowledge across the advisory team through internal training and case support
Handle end-to-end implementation including illustrations, underwriting, applications, and client follow-up
Cultivate and manage strategic referral partnerships with centers of influence (estate attorneys, CPAs, etc.)
Generate new client opportunities through workshops, networking, and outreach
Serve as the internal expert on life insurance products, trends, and planning use cases
Qualification
Required
5+ years of experience in life insurance planning, ideally within or alongside an RIA or planning-focused wealth firm
Skilled at both collaborative consultation and independent business development
Strong knowledge of estate planning, permanent and term life solutions, and underwriting practices
Excellent communicator and educator—comfortable leading both client conversations and internal training
Life & Health license required
Preferred
CFP®, CLU®, or similar credential strongly preferred
Company
Claire Myers Consulting
Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Claire M. Vitale
Founder
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