Modern Life

Private Client Manager

Modern Life

9 days ago
Remote
Full Time
Senior
21 applicants
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Modern Life
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About this role

A remote role focused on advising advisory firm clients on full-cycle life insurance, developing and managing the acquisition pipeline, and representing the company at industry events. The role involves collaboration with various teams to drive partnerships and growth in the wealth management community.

Skills

Modern Life

About Modern Life

modernlife.com

Modern Life is a technology-enabled life insurance platform that combines intuitive software with an expert underwriting team to help advisors place policies faster and with less hassle. The company specializes in complex and non-standard placements—impaired risks, jumbo cases, and other challenging scenarios—where traditional underwriting can be difficult. Modern Life partners with top advisors across the country to streamline case navigation, match clients to appropriate carriers, and accelerate approvals.

About Modern Life

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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