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