Now Hiring - Legacy Wealth Partners - Insurance Associate in Orlando, FL

Full description of the position

About Us

At Signature Wealth Advisors , we are committed to helping families and business owners make informed financial decisions. We combine comprehensive financial planning with sophisticated investment management strategies to provide long-term financial stability for our clients. With over $500 million in assets under management and growing , we are expanding our team and seeking a detail-oriented and client-focused Insurance Associate/Specialist to join our fast-paced environment.

Key Responsibilities

• Application Processing - Manage life and disability insurance applications from initial submission to final approval, ensuring accuracy and efficiency.
• Industry Expertise - Utilize knowledge of insurance processing to navigate underwriting requirements, identify potential issues, and facilitate approvals.
• Client Support - Assist clients with application completion, provide status updates, and address inquiries professionally.
• Stakeholder Collaboration - Work with underwriters, medical professionals, and internal teams to facilitate the application process.
• Regulatory Compliance - Ensure all applications and documentation meet industry regulations and company policies.
• Problem-Solving - Identify and resolve application issues or discrepancies to prevent delays and improve efficiency. Why Join Us?
• Recognized Industry Leader - Work with a team ranked among the top in the nation and recognized by Forbes.
• Growth and Stability - Join a rapidly expanding firm with long-term career opportunities in wealth management.
• Dynamic

Work Environment

- Engage in meaningful, fast-paced work where your expertise makes a direct impact.

• Client-Focused Culture - Be part of a team that prioritizes high-quality service and strong client relationships.
• Career Development - Benefit from ongoing opportunities for professional growth and advancement. What We Look for in a Candidate
• A professional, positive, and team-oriented attitude
• Strong organizational skills with the ability to multitask and manage time effectively
• Ability to remain calm under pressure and work collaboratively with others
• High attention to detail and commitment to accuracy
• Strong communication and interpersonal skills
• A proactive mindset with a willingness to learn and grow

Qualifications

• Education: Associate's or Bachelor's degree in a related field preferred.
• Experience: Minimum of three years of experience in insurance, particularly in life and disability insurance.
• Technical Skills: Proficiency in Microsoft Office Suite and insurance-related software.
• Licensing: Insurance industry certifications (e.g., 215 license) are a plus. Apply Today If you are looking for a challenging and rewarding opportunity in a top- performing firm, we encourage you to apply. Join us and contribute to the success of one of the nation's leading wealth management teams. Job Type: Full-time Pay: $55,000.00 - $75,000.00 per year

Benefits

:

• Dental insurance
• Health insurance
• Paid time off Experience:
• Insurance: 3 years (Required) License/Certification:
• Life Insurance License (Preferred) Work Location: In person