COVENIQ - LIS powered by iTCart · 1 day ago
Financial Advisor, Life Agent or Estate Planner
United States
Contract
Remote
New Grad, Entry LevelCOVENIQ - LIS powered by iTCart is a leading life settlement brokerage known for its expertise in the industry. They are seeking forward-thinking financial professionals to partner with them as the life settlement market expands, offering support and training to help advisors grow their business.
Insurance
Hiring Manager
Nikhilesh S R
Responsibilities
Assist clients in managing policy and assessing market opportunities
Identify potential settlement cases through existing clients
Market for new settlement opportunities nationwide
Navigate the complex life settlement market to obtain the highest offers and commissions possible
Stay updated on industry trends, compliance requirements, and new financial planning tools
Build trust and foster professional client relationships through exceptional interpersonal and communication skills
Qualification
Required
Interest in Financial Planning, Retirement Planning, and Financial Advisory to develop client-driven strategies
Strong affinity towards Finance and Insurance, to assist clients in managing policy and assessing market opportunities
Exceptional interpersonal and communication skills to build trust and foster professional client relationships
Ability to stay updated on industry trends, compliance requirements, and new financial planning tools
Proficiency in analytical thinking and problem-solving in a financial context
Company
COVENIQ - LIS powered by iTCart
Mission: To empower individuals, families, and advisors by unlocking the hidden value in life insurance policies—turning policies into opportunities for greater financial security, dignity, and peace of mind.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase