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Private Client Manager
Modern Life · Remote (US)
Pay
$85k–100k
Setting
Remote
Join our team and accelerate your career.
Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.
We are a high-growth, AI-driven brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual.
We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with advisory firm principals, counsel their clients on life insurance solutions, and drive cases from initial design through in-force placement. You'll also develop the firm acquisition pipeline — identifying, educating, and onboarding new partners onto the platform. You'll collaborate closely with the CEO on early partnerships while building toward independent execution and a repeatable, scalable process.
This is a role for someone who combines deep life insurance expertise with a business development mindset. You'll have real ownership and the space to shape how this function works — we're looking for someone who brings both technical knowledge and commercial drive.
\n- 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
- 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
$85,000 - $100,000 a year
\nListed by Modern Life for a position based in the United States. Employers on this board attest they are hiring domestically.
Life Insurance Brokerage Manager
Modern Life · United States
Pay
$65k–100k
Setting
Remote
Join our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life. We are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, SpaceX, Stripe, Instagram, Spotify, and Slack), New York Life, and Northwestern Mutual. We are seeking experienced Brokerage Managers with a strong network who are excited to advance their advisors’ practice through technology and an exceptional brokerage team. This role is 100% remote and can be based anywhere in the U.S. What's in it for you... Equity - With Modern Life, you'll have skin in the game and the opportunity to earn true wealth over the long term with equity in the company. Industry-Leading Compensation - The Brokerage Manager will receive a base salary of $65,000 - $85,000 as well as uncapped commissions. The OTE for this role is $150,000 - $200,000. As a top Brokerage Manager, you can earn much more. Flexible PTO as well as 10 paid holidays Employer-Sponsored medical, dental, and vision insurance for employees and dependents STD and life insurance ($100,000) included 401K and supplemental insurance available The opportunity to make a difference and help bring about positive change within the life insurance industry! The ideal Brokerage Manager is someone with... Someone with 5+ years of experience as a Life Insurance Brokerage Manager at a general agency and familiar with multiple carriers. Prior experience at a carrier is fine, but your most recent experience needs to be as a Brokerage Manager with an agency. An existing network of life insurance and financial advisors who view you as their "go to" person. Consistently generating a minimum of $1 million in annual life insurance premium A strong understanding of life insurance case design. You don't need to be an underwriter, but you do need to understand life insurance products and what underwriters are looking for. A sense of urgency and the ability to perform well under pressure. Amazing communication skills and is able to speak with confidence. The ability to truly listen to their advisors and then share that feedback to help the company improve its product offerings. A burning desire to change the life insurance industry. This is tech company, afterall, and we need team members who want to play a part in building the best life insurance distribution software/products on the market. Experience with Winflex and/ or Ensight What you'll do... Outbound activities to recruit and onboard new life insurance agents and financial advisors. This includes networking, generating referrals, cold calling, etc. Maintain positive relationships with all advisors you manage, focusing on achieving results. Be the quarterback for your advisors - you'll be hands-on, running illustrations, helping with case design, providing guidance to advisors, aid in submitting new business, and helping close the case with the carriers. Focus on higher-end cases. Be an advisor to your advisors, and listen to their feedback so you can share it with the company. The technology we are building is based on feedback from experienced advisors and life insurance professionals like yourself! If you are an experienced Brokerage Manager looking to make an impact while having equity in what you're building, then we hope to hear from you! 65000 - 100000 USD a year OTE for this role is $110,000 - $200,000, with the opportunity to earn much more with an uncapped commission structure.
Listed by Modern Life for a position based in the United States. Employers on this board attest they are hiring domestically.
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