Modern Life

• Outbound activities to recruit and onboard new life insurance agents and financial advisors. This includes networking, generating referrals, cold calling, etc. • Maintain positive relationships with all advisors you manage, focusing on achieving results. • Be the quarterback for your advisors - you'll be hands-on, running illustrations, helping with case design, providing guidance to advisors, aid in submitting new business, and helping close the case with the carriers. • Focus on higher-end cases. • Be an advisor to your advisors, and listen to their feedback so you can share it with the company. The technology we are building is based on feedback from experienced advisors and life insurance professionals like yourself!

• Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed • Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions • Aid agents in the underwriting process and be on the front lines of agent communication • Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience • Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers • Continuously look for ways to expedite and improve our processes and services • Maintain positive relationships with agents, underwriters, and the internal team

• 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