NewEdge Wealth · 22 hours ago
Life Insurance Product Specialist
Stamford, CT
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
5+ years expNewEdge Wealth is a financial services firm specializing in wealth management and insurance solutions. The Life Insurance Product Specialist will support the structuring and servicing of life insurance policies, collaborating with advisors and back-office partners to deliver tailored solutions for clients' estate planning and wealth transfer needs.
FinanceFinancial ServicesWealth Management
Responsibilities
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
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
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
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
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
Qualification
Required
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
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
Preferred
Insurance Licensed and Series 7 and 63 or 66 preferred
Benefits
Health
Dental
Vision
Short-term disability
Long-term disability
Life insurance
PTO
401(k) match (after applicable waiting periods)
Company
NewEdge Wealth
NewEdge Wealth is a wealth management company that delivers customized wealth strategies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Sechan
Chief Executive Officer
Jeffrey Kobernick
Co-Founder and Managing Partner
Recent News
2025-09-22
Company data provided by crunchbase