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Life Insurance Advisor

Updated: August 2026

Department: Life & Health

Reports To: Life Insurance Small Team Leader

Position Mission Statement

The Life Insurance Advisor’s mission is to educate clients on life, disability, and long term care insurance coverage options and present a value-based recommendation for coverage. The Insurance Advisor – emphasis on Non P&C will achieve this by breaking down coverage into easy-to-understand language, thereby simplifying the process for the client.    

Responsibilities and Tasks

• Educate clients on life, disability, and long term care coverage options 
• Uncover trust expansion opportunities 
• Answer complex client coverage questions as requested by the Life & Health Dept CSC 
• Administrative, Licensing & Contracting 
• Prospecting with clientele 
• Quote and sell non P&C business to achieve weekly/monthly goals 
• Adhere to company compliance and underwriting guidelines  
• Maintain a comprehensive knowledge of health product changes 
• Complete AHIP, FFM and product specific training deadlines 
• Compile client data to assess carrier options to make recommendations 
• Works with Financial Advisors and Tax preparer to ensure the advice given is within the context of a client’s overall financial picture 
• Thoroughly communicates out of pocket client expenses to set accurate product expectations 
• Adheres to a compliant sales process by obtaining necessary SOA’s, using a compliant marketing and sales process 
• Engages client in the presentation to ensure they understand the material presented.  Elicit a response from client whether they have concerns about proceeding with coverage.  
• Document all client meeting notes within one business day of meeting held 
• Obtains completed health applications and signatures for carrier compliance 
• Review coverage options with clients 
• Simplify complex coverage concepts thereby equipping clients to make informed life, disability, and long term care coverage decisions 
• Review coverage and cost analysis information when multiple options are available. 
• Perform other duties as required.

Required Skills and Abilities

• Excellent organizational skills and attention to detail. 
• Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload  
• Strong analytical and problem-solving skills. 
• Ability to adapt to the needs of the organization and clients.
• Ability to prioritize tasks and to delegate them when appropriate.
• Thorough knowledge of carrier, underwriting and binding requirements.
• Proficient with Microsoft Office Suite or related software.
• Must be intrinsically motivated and able to work individually with little direction.
• Must be a team player and able to collaborate with other Insurance team members and cross-functional department members.
• Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the insurance services industry.
• Must exemplify the firm’s corporate values and represent the company well in the community and in all dealings with vendors, customers, and other affiliates.

Education and Experience

• Bachelor’s degree preferred, or related field preferred; and/or equivalent industry experience r required
• Life & Health license required (or ability to obtain)
• Long Term Care Certification

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.