PA-Lower Merion
$70k/y-$100k/y
American Senior Benefits2 days ago
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OnsiteFull-timeMid
Summary
American Senior Benefits is seeking a Private Client Insurance Advisor focused on high-net-worth clients to join their team in Lower Merion, PA. The role involves providing comprehensive financial protection reviews and designing multi-layered strategies for affluent households.
About the Role
As a Private Client Insurance Advisor, you will conduct financial protection reviews, design strategies using a broad carrier platform, collaborate with CPAs and estate attorneys, present advanced planning solutions, maintain high professional standards, and cultivate long-term client relationships. You will also be responsible for growing and protecting a premium book of business.
About You
Required:
- Active Pennsylvania Life & Health license.
- Experience working with high-income or professional clientele.
Preferred:
- Strong consultative approach and polished communication style.
- High personal accountability and professionalism.
- Ability to navigate complex conversations with confidence.
- Long-term relationship mindset.
Benefits
- Competitive salary range of $70k–$100k per year.
- Ownership of client relationships and renewals.
- Access to over 300 national carriers for comprehensive solutions.
American Senior Benefits
At American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal and precise. Every time we help a customer make a decision that’s right for them, it makes them – and our organization – stronger.
Ardmore, PA