Life Insurance Client Advisor

TDC Life is seeking a Life Insurance Client Advisor. This position reports to the Director, Life Insurance Services.
  • Maintain and develop relationships with referral sources, clients, business partners and carriers
  • Advise clients on insurance recommendations and planning techniques
  • Educate referral sources on insurance planning and client opportunity spotting and development
  • Prepare with TDC team for client meetings and follow up with appropriate team members after meeting
  • Work collaboratively with TDC team in planning strategy, policy design and implementation
  • Integrate insurance planning with estate and business planning working collaboratively with other professional advisors, CPA, Attorney, Investment Advisor, etc.
  • Direct case through the TDC process from prospect development to underwriting to sale to inforce
  • Other duties as assigned by the life insurance services team
General Support
  • Update company CRM database
  • Participate in team meetings and offer suggestions for improvement to workflows and procedures
  • Adhere to firm’s compliance policies and procedures
  • Other duties as assigned

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