Modern Life
Private Client Manager
$85K–$100K
Remote (US) · Remote · Manager · Full-time · Posted Mar 12, 2026
- Experience
- 7+ years; the posting lists private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services.
About the job
Drives life insurance case advisory and business development, building advisory-firm partnerships and taking client cases from design through placement.
What you'll do
- Counsel advisory-firm clients through policy reviews, case design, underwriting, and placement; educate advisors on life insurance and planning concepts.
- Identify, develop, and onboard advisory-firm partners, managing relationships and the acquisition pipeline.
- Build scalable outreach and onboarding processes, collaborate with the CEO and internal teams, and represent Modern Life at industry events.
What they ask for
- 7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven financial-services role.
- Strong technical knowledge of life insurance products, underwriting, case design, and policy placement.
- Experience building and maintaining a book of business or partnership portfolio.
- Strong understanding of the independent advisor landscape and working knowledge of wealth management, financial planning, and life insurance distribution.
Pay
USD 85,000–100,000 per year (base salary)
Model-written summary · the original posting is authoritative