Private Client Manager
Modern LifeUnited States
Posted March 12, 2026
100000 - 125000 USD
Full Time
About the Company
Modern Life is a tech-enabled insurance brokerage that empowers advisors with advanced technology and expert underwriting support to serve clients more efficiently. Focused on enhancing client protection, the company streamlines the insurance process, making it faster and more confident for both advisors and customers.
Job Description
Join our team and accelerate your career as a Private Client Manager, driving life insurance business development and case advisory for Modern Life's platform.
Requirements
- 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
- Built and maintained a book of business or partnership portfolio and know what it takes to develop relationships from introduction to long-term partnership
Benefits
- 401k Matching
- Tuition Reimbursement
