Are you looking for a new role as a Financial Planner with the opportunity to become a partner? Our client is an independent financial services located in Amherst, MA. This role is on a partnership track, which would allow you to participate in profit distributions and own a stake in the firm after a set amount of time.
Required Experience • Minimum of 3 years financial planning experience.
As a Life Underwriter you will analyze and assess risk for insurance applicants to make a final decision on life and health insurance applications within established company guidelines.
Required Experience • Minimum of 3 years underwriting experience • Use of MIB Coding manual • Use of Swiss Re manual or equivalent • Medical Terminology • Insurance-related coursework (LOMA, ALU, etc.) a plus