About Valmark Financial Group:

Valmark Financial Group is one of the nation’s leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated advisors. For decades, Valmark has combined deep technical expertise with a collaborative, advisor-first culture — and we’re growing.

The Opportunity:

This is a rare chance to be a founding contributor to an innovative initiative. As Valmark expands its InForce Insurance Solutions service offering, we’re looking for a motivated insurance professional to take the lead in turning existing client relationships and maturing policies into meaningful outcomes — for clients and for your career.

You’ll operate with real autonomy, supported by industry-leading technology, Valmark’s carrier relationships, and a collaborative team that has your back. If you’re energized by the idea of building something special inside an established firm — with the resources and stability to do it right — this role was designed for you.

What We Offer:

• Competitive base salary plus performance-based incentive tied to production results
• A senior, growth-oriented role with a clear path to greater ownership and responsibility
• Access to industry-leading platforms, carrier relationships, and in-force data tools
• A collaborative, client-first culture where your contributions are visible and valued
• Professional development support — we invest in designations, licensure, and continuing education
• Stable, structured environment with the creative latitude of an “Intrapreneur”

What You’ll Do:

Business Development & Client Engagement

• Engage existing Valmark clients and affiliated advisors to identify planning needs and present life insurance solutions stemming from policy reviews and firm-generated opportunities
• Lead proactive outreach to clients with underperforming or at-risk policies, and to accounts that no longer have an active advisor relationship
• Respond to inbound inquiries, qualify opportunities, and provide timely, thoughtful solutions
• Build and maintain trusted relationships with affiliated advisors, trust companies, and other institutional partners — including serving as the lead insurance advisor for an existing strategic partner
• Drive client action through clear, professional communication — without high-pressure tactics

Case Design & Insurance Strategy

• Review in-force policy data and run illustrations to identify planning gaps, lapse risk, or conversion and replacement opportunities
• Prepare policy reviews and client-ready presentations in collaboration with Valmark’s Insurance Marketing and Policy Management teams
• Apply Valmark’s Life Insurance 10X philosophy, carrier relationships, and product portfolio to develop appropriate, client-centered solutions
• Coordinate with internal teams — including Policy Management, Life Settlement Advocacy, Insurance Marketing, Underwriting, and New Business — to move cases from opportunity through placement

Pipeline & Technology Management

• Maintain accurate records in Valmark’s CRM, tracking opportunities, activity, and case status through the full sales cycle
• Leverage in-force data tools and carrier platforms to research policy details, run illustrations, and support presentations
• Help shape the outreach workflows, templates, and follow-up sequences that will define this practice for years to come

What You Bring:

Required

• 5+ years of experience in life insurance, financial services, or a closely related field, with meaningful exposure to life insurance products, policy administration, or client service
• Active Life Insurance license (required at hire or within 60 days)
• Demonstrated experience working directly with clients or advisors — whether in sales, case management, or advisory support
• Comfort with technology platforms including CRM tools, Microsoft Office, and carrier illustration systems
• Strong organization and follow-through: you can manage multiple open cases without losing accuracy or momentum

Core Competencies:

• Insurance Product Knowledge —