PA-Lower Merion

American Senior Benefits • Lower Merion, PA

1d • $70,000 - $100,000

About The Position

Regional expansion into Lower Merion seeking experienced licensed advisors ready for a more refined platform. Designed for professionals serving affluent households who require broad planning capability and product depth. Platform Highlights: 300+ national carriers Holistic solutions for complex households Multi-generational planning support Ownership of client relationships and renewals If you are accustomed to sophisticated conversations and high expectations, this model deserves consideration. Discreet inquiry welcomed.

Requirements

• Active Pennsylvania Life & Health license
• Strong consultative approach and polished communication style
• High personal accountability and professionalism
• Ability to navigate complex conversations with confidence
• Long-term relationship mindset

Nice To Haves

• Experience working with high-income or professional clientele preferred

Responsibilities

• Conduct comprehensive financial protection reviews for affluent and professional households
• Design multi-layered strategies using a broad carrier platform
• Collaborate when appropriate with CPAs, estate attorneys, and financial advisors
• Present advanced planning solutions including annuities, life strategies, and retirement income positioning
• Maintain discretion, compliance, and high professional standards
• Cultivate long-term multi-generational client relationships
• Grow and protect a premium book of business

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed