PA-Lower Merion
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Before you apply
Salary$70k – $100k
LocationLower Merion, PA, US
Typefull-time
SenioritySenior
DepartmentSales
Company size1,001–5,000 people
PostedFeb 19, 2026 · 8mo ago
Verified live1d ago
May no longer be actively hiring
Posted by the company on Feb 19, 202693% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Active Pennsylvania Life & Health license
Strong consultative approach and polished communication style
High personal accountability and professionalism
Ability to navigate complex conversations with confidence
Long-term relationship mindset
Experience working with high-income or professional clientele
Overview
Private Client Insurance Advisor | High-Net-Worth Focus
Regional expansion into Lower Merion seeking experienced licensed advisors ready for a more refined platform.
Designed for professionals serving affluent households who require broad planning capability and product depth.
Platform Highlights:
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300+ national carriers
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Holistic solutions for complex households
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Multi-generational planning support
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Ownership of client relationships and renewals
If you are accustomed to sophisticated conversations and high expectations, this model deserves consideration.
Discreet inquiry welcomed.
Responsibilities
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Conduct comprehensive financial protection reviews for affluent and professional households
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Design multi-layered strategies using a broad carrier platform
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Collaborate when appropriate with CPAs, estate attorneys, and financial advisors
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Present advanced planning solutions including annuities, life strategies, and retirement income positioning
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Maintain discretion, compliance, and high professional standards
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Cultivate long-term multi-generational client relationships
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Grow and protect a premium book of business
Qualifications
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Active Pennsylvania Life & Health license
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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
Compensation
USD $70,000.00 - USD $100,000.00 /Yr.