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Summary
About the Role
About You
- High interest in learning the life insurance industry.
- Advanced skills with MS Office (Outlook/Excel/Word).
- Strong verbal and written communication skills.
- High level of attention to detail and ability to multi-task.
- Outstanding customer service orientation.
- Past experience in the life insurance industry.
- Ability to work in a fast-paced environment with changing priorities.
- Proactive and self-motivated learner.
Benefits
- Attractive annual compensation package commensurate with experience.
- Comprehensive benefits package including medical, dental, vision, life, and disability.
- Safe harbor 401(k).
- Eligible for annual bonus based on firm’s net profit and employee’s job performance.
- Regular developmental sessions to build insurance and estate planning knowledge.
The things we do and services we offer aren’t for everyone. We aren’t financial advisors or accountants. We aren’t business consultants or human resources experts. What we are is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few different meanings — but for us, it means empowering a business to last through generational transition. The way we help businesses endure is through these three integrated services: • Wealth Planning and Transfer – Backed by wealth-preservation techniques, we design plans that protect our clients’ wealth and ensure the future receives the same level of priority as the present. • Business Acceleration – We are a sounding board for clients with ambitions to grow their businesses, and we have the know how to execute on that vision. • Human Capital Development – Being too close to the business can cloud one’s judgment when it comes to leadership development, so we work closely with clients on developing the next generation of leaders. Using best-in-class tools and proven methods, we help our clients assemble high-performing teams that can lead now and into the future. Headquartered in Allentown, Pennsylvania, we’re a boutique shop with big-time capabilities and a global network through an exclusive affiliation with M Financial. In fact, we’re one of only about 140 firms in the U.S., Canada and the U.K. that can tout that claim. Cornerstone Advisors is proud of our Lehigh Valley roots and the work we do to help our clients’ businesses endure for generations. Are you ready to join us in Allentown, PA?