Modern Life

Client Partner

• Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery
• Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding
• Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform
• Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community
• Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures
• Design and refine the outreach and onboarding workflow, building a framework the team can scale on
• Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience
• Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months

Private Client Manager