Positions:

• Producers in all three areas listed above who would like entry into a professional office environment for business owner clients that services nationally known and Forbes 400 clients in all three areas. We offer existing life producers the training, skill set, mentoring and service support to successfully develop and retain this caliber of client. We provide the technology and guidance to allow them to develop and grow their practice within a secure, stable, energetic environment alongside a progressive group of likeminded successful individuals.
   
• Client Service Specialists our service team upholds our belief that “Success is a well served client.” We pride ourselves on maintaining a productive, educated, well paid staff who strives to maintain a rewarding and healthy work environment. The following comprises our three areas of client support.
   
• Estate Planning Client Staff
  Background and requirements:
  Legal and accounting or life Insurance administrative experience, life insurance license a plus.
   
• Wealth Management Client Staff
  Background and requirements:
  Series 7 or 6 and 63 required, with experience in sales support for producers at a Broker Dealer or Registered Investment Advisor.
   
• Medical Benefits Support Staff
  Background and requirements:
  Experience in sales or support for group medical benefits and ancillary benefits such as group life, group disability, COBRA Administration. Life/Health license a plus.

"I have been with the company for over 9 years, and I work with extremely professional individuals who respect and admire each other's work. The atmosphere at our office is very pleasant, and I enjoy coming to work everyday." - Linda Dier, Sr. Client Service Specialist