CERTIFIED FINANCIAL PLANNER / LIFE INSURANCE PROFESSIONAL

SUMMARY:
CERTIFIED FINANCIAL PLANNER / LIFE INSURANCE PROFESSIONAL

BOLAND

MARKET RELATED, DEPENDING ON EXPERIENCE

Our client is looking for a Certified Financial Planner (CFP) qualified Life Insurance Professional to join their Life Settlements division. The ideal candidate will have experience with Life Policies, including policy analysis, understanding dependencies, sessions, and structuring offers for policy acquisitions

POSITION INFO:
Minimum requirements:

• CFP qualification (Certified Financial Planner)
• Experience with Life Insurance Policies and policy structures
• Strong analytical and numerical skills—comfortable working with financial data and calculations
• Computer literate—ability to work with digital tools and financial software
• Excellent communication and interpersonal skills
• Strong administrative abilities and attention to detail
• Ability to work in a fast-paced, team-driven environment
• Network of Wealth Managers and firm would be beneficial
• Analyze life insurance policies to assess value, dependencies, and potential for acquisition
• Evaluate policy schedules and data to construct offers for purchasing policies
• Utilize technology and financial tools to perform calculations and build structured offers
• Communicate effectively with internal and external stakeholders regarding policy acquisitions
• Conduct administrative tasks related to policy assessments, documentation, and transactions including liaising with policy issuance companies
• Collaborate with the team to develop efficient workflows and optimize the settlement process
• Marketing & Sales of the product on various platforms including visits to Wealth Managers