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Life Insurance Product Strategist Holistic Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-28
Listing for:
Baystate Financial
Full Time
position Listed on 2026-08-28
Job specializations:
-
Insurance
Financial Advisor / Consultant -
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Baystate Financial is seeking a detail-oriented Life Insurance Product Strategist to support financial advisors in designing and implementing insurance solutions that align with clients’ broader financial planning objectives. This role bridges product expertise and holistic planning, helping ensure life insurance strategies are fully integrated into comprehensive financial plans.
You will collaborate across carriers, underwriters, and internal teams to tailor protection, wealth transfer, and
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