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Life Insurance and LTC Client Consultant

Req Id:  3170
Job Location: 

Charlotte, NC, US, 28277

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.


At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. We’re seeking passionate, high-performing team member to join us. Sound like you? Read on. 


How This Role Contributes to Brighthouse Financial:

In this role you will be taking incoming calls from financial advisors and clients regarding our suite of Life products and solutions.  Provide white glove service to advisors and clients through the SmartCare application process.


Work Location:

To protect the health and safety of our employees, our offices are closed until at least mid-September 2021. When our offices reopen, the individual hired for this role will be based in our Charlotte, NC office.


Key Responsibilities:

  • Associates will be expected to answer and document inbound calls and provide professional support in regards to our life insurance application process
  • Provide updates throughout the application process to advisor and their respective back office contacts
  • Handles majority of inbound calls and direct to appropriate areas
  • Researches, resolves customer requests and discusses basic solutions
  • Participate in special projects as needed
  • Create and provide basic illustration upon request
  • Solving advisor’s problems while providing an excellent advisor experience
  • Full accountability and ownership of problems until resolution is complete
  • Provide a world class advisor and client experience
  • Must be available to work between the hours of 9:00am and 6:00pm (M-F)
  • Other duties as requested


Essential Business Experience and Technical Skills:

  • 1+ year of industry experience
  • Able to communicate clearly and concisely
  • Expected to maintain a thorough knowledge of existing, new and enhanced products to provide first class service experience
  • Bachelor's degree or equivalent of experience and education
  • Must hold or obtain Life and Health Insurance License with Variable Authority and Certified Long-Term Care Designation (CLTC)
  • Must hold or obtain a valid FINRA SIE, Series 6 or 7 and Series 63 license
  • High degree of professionalism
  • Conscientious and detail oriented
  • Ability to work independently and collaborate in a team environment


Our Benefits:

  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability



Nearest Major Market: Charlotte

Job Segment: Insurance