Insurance Specialist

Lido Advisors, LLC

. Develop strong working relationships with wealth advisors across the organization as their primary insurance subject matter expert and business development partner .

Posted 10/23/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in life insurance sales and advanced planning, with a strong focus on developing client relationships and executing tailored insurance recommendations. Proficient in collaborating with financial advisors and managing complex insurance opportunities while ensuring compliance and optimizing client portfolios.

Highest-signal resume keywords

Life Insurance SalesAdvanced Insurance PlanningClient Relationship ManagementInsurance Revenue GenerationActive State Life and Health Insurance Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Permanent Life InsuranceLong-Term Care InsuranceDisability Income InsuranceBusiness Protection StrategiesEstate PlanningWealth Transfer StrategiesKey-Person InsuranceExecutive BenefitsPolicy DesignUnderwriting Solutions

Soft Skills

Strong Communication SkillsPresentation SkillsRelationship ManagementIndependent OperationTraining and Education

Tools & Technologies

CRM SoftwarePolicy Illustration ToolsCase Management Systems

Certifications & Qualifications

CLUChFCCFP

Industry Keywords

High-Net-Worth ClientsUltra-High-Net-Worth ClientsIrrevocable Life Insurance TrustsPremium FinancingBusiness Succession

About the role

Key responsibilities & impact

Develop strong working relationships with wealth advisors across the organization as their primary insurance subject matter expert and business development partner
Identify insurance opportunities within existing client relationships, including protection, estate planning, wealth transfer, business succession, and retirement income strategies
Develop and execute insurance recommendations with advisors
Participate in client meetings, provide technical expertise, present recommendations, and help close business
Help advisors incorporate insurance discussions into financial planning and client review processes through education and training
Evaluate client needs and develop insurance recommendations across life insurance, long-term care, disability income, business protection, estate planning, wealth transfer, business succession, key-person insurance, and executive benefits
Collaborate with financial planning, tax, estate planning, and investment teams
Evaluate existing insurance portfolios and identify policy optimization, replacement, and coverage improvement opportunities
Work with external insurance carriers, BGAs, and strategic partners on products and underwriting solutions
Manage insurance opportunities from discovery through recommendation, application, underwriting, policy issuance, and placement
Coordinate with internal support teams and external partners to ensure an efficient client experience
Assist with complex underwriting situations, product illustrations, and policy design
Ensure documentation, suitability reviews, disclosures, and compliance procedures are followed
Maintain pipeline reporting, case status, and revenue forecasts in the firm’s CRM
Conduct advisor training sessions on insurance planning strategies, product applications, and identifying client opportunities
Develop tools, case studies, and educational materials for advisors
Contribute to development of a scalable, integrated insurance offering

Requirements

What you’ll need

7+ years of experience in life insurance sales, advanced insurance planning, or insurance distribution
Demonstrated track record of generating insurance revenue and successfully closing complex insurance cases
Strong technical knowledge of permanent life insurance, long-term care, and advanced planning applications
Active state life and health insurance licenses, with the ability to obtain additional state licenses as required
Strong communication, presentation, and relationship management skills
Ability to operate independently and manage multiple opportunities across a geographically dispersed advisor network
Preferred: Experience serving high-net-worth and ultra-high-net-worth clients
Preferred: Familiarity with estate planning, irrevocable life insurance trusts, premium financing, business succession, and advanced insurance strategies
Preferred: Professional designations such as CLU, ChFC, CFP, or equivalent