Life settlement specialist -Policy acquisition

Position Overview We are seeking a highly motivated and experienced Life Settlement Specialist to join our team in Queens, New York. This role will focus on the acquisition of life insurance policies and the evaluation, structuring, and execution of policy conversions within the life settlements market. The ideal candidate will have a strong understanding of life insurance products, investor dynamics, and transaction execution. Key Responsibilities Source and originate life insurance policy acquisition opportunities through brokers, agents, and direct channels Evaluate policies for life settlement eligibility, including face value, insured profile, and policy structure Lead end-to-end transaction execution, including underwriting coordination, pricing analysis, and closing processes Structure and execute policy conversions (e.g., term conversions, policy optimization strategies) to maximize asset value Build and maintain relationships with brokers, financial advisors, and policyholders Collaborate with internal investment, legal, and compliance teams to ensure smooth execution of transactions Maintain accurate pipeline tracking, reporting, and documentation of all acquisition activities Stay informed on regulatory developments and market trends within the life settlements industry Qualifications 3-7+ years of experience in life settlements, life insurance, or related financial services Strong knowledge of life insurance products, including universal life, term life, and conversion features Demonstrated experience in policy acquisitions, underwriting coordination, or structured transactions Established network within the life insurance or brokerage community is a plus Excellent analytical, negotiation, and communication skills Ability to manage multiple transactions simultaneously in a fast-paced environment Preferred Skills Familiarity with life expectancy underwriting and pricing models Experience working with institutional investors or alternative asset managers Understanding of regulatory frameworks impacting life settlements Compensation & Benefits Competitive base salary + performance-based bonus Health, dental, and vision benefits Opportunity for career growth within a specialized and expanding asset class About the Role This is a unique opportunity to play a key role in building and scaling a life settlements platform, working directly on high-impact transactions and contributing to the firm's long-term investment strategy.

Job Types:

Full-time, Contract Pay:

$21.00 - $35.00 per hour Application Question(s): How many years of Life settlement experience do you have ? How many years of Life insurance expertise do you hold ?

Work Location:

In person