We are a national life insurance firm specializing in high net worth clients to solve tax, estate, and financial issues. We are a boutique company recognized for our proprietary programs that create tax benefits, wealth preservation, and unique pension plans.

Insurance license required. Must have the skills to utilize programs to produce and present proposals and illustrations.

Ability to expertly communicate with affluent clients and Advisors.

Job Type: Full-time

Work Location: In person

Job Title: Insurance Specialist/Tax and Wealth Preservation Knowledge

Overview:
We are seeking a detail-oriented and experienced Insurance Specialist with knowledge of estate and tax issues. You will be responsible for handling various insurance-related matters for high net worth clients. Our CEO needs a shadow. The right candidate will have a one-of-a-kind opportunity to learn winning techniques and grow to the highest levels.

Compensation and job structure negotiable.

Responsibilities:
- Prepare and present insurance illustrations applications to clients and Advisors/Brokers
- Utilize life insurance illustration software
- Work closely with financial sales professionals on estate planning and asset management strategies

Skills:
- Proficiency in financial sales and estate planning
- Experience in asset management and financial analysis
- Ability to analyze complex insurance policies and provide recommendations
- Excellent communication skills to interact with sophisticated clients and brokers

If you are a dedicated professional with a passion for the insurance industry and possess the required skills, we invite you to apply for the Insurance Specialist position.

Job Types: Full-time, Contract

Benefits:

• Flexible schedule
• Work from home

Schedule:

• Day shift

Experience:

• Tax experience: 3 years (Preferred)

License/Certification:

• Life Insurance License (Preferred)

Ability to Commute:

• Miami Beach, FL (Required)

Work Location: In person