Life Insurance/tax Specialist/wealth Preservation

2 weeks ago

Miami Beach, United States PensionQuote, Inc. Full time

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.

Work Location: In person

Job Title: Insurance Specialist/Tax and Wealth Preservation Knowledge

Overview:
Compensation and job structure negotiable.

**Responsibilities**:

- 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

**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

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