What You'll Do:
Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery
Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding
Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform
Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community
Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures
Design and refine the outreach and onboarding workflow, building a framework the team can scale on
Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience
Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months
Who You Are
7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services
Strong technical knowledge of life insurance products, underwriting, case design, and policy placement — you can drive the full case lifecycle.
You've built and maintained a book of business or partnership portfolio and know what it takes to develop relationships from introduction to long-term partnership
You have a strong understanding of the independent advisor landscape, how they evaluate platforms, what matters to them, and what gets in their way
You're a clear, confident communicator who builds trust quickly and is credible in a room full of RIA principals
You're energized by building something new and contributing to how a growing company goes to market
Working knowledge of wealth management, financial planning, and the intersection with life insurance distribution
