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Litmus Holdings, Inc.
Manhattan Beach, California, United States
(hybrid)
Posted
2 hours ago
Litmus Holdings, Inc.
Manhattan Beach, California, United States
(hybrid)
Salary
$125,000.00 - $150,000.00
Min Experience
Over 10 Years
Min Education
BA/BS/Undergraduate
Salary - Type
Yearly Salary
Job Function
Executive/Management
Insurance Advisory Director - Private Client
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Insurance Advisory Director - Private Client
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Build Something That Hasn’t Been Built Yet
Litmus was created to make risk visible, measurable, and manageable – and we are just getting started. This is a foundational leadership opportunity to build and scale a High-Net-Worth (HNW) insurance advisory practice inside a fast-growing, forward thinking, risk management firm.
What We Are Seeking
Litmus Holdings, Inc. is seeking a seasoned, relationship-driven insurance professional who brings both deep technical expertise and an entrepreneurial mindset.
This role is ideal for someone who:
- Has built and managed a High Net Worth book
- Thrives in less structured, high-growth environments
- Wants to move beyond execution into true business-building and influence
- Takes pride in being a trusted advisor to both clients and strategic partners
Job Responsibilities
- Develop and manage strategic partnerships with financial advisors, wealth managers, and other referral sources.
- Act as the lead insurance strategist for High-Net-Worth clients, advising on complex risk and bespoke coverage solutions.
- Drive the end-to-end insurance lifecycle, from discovery and design through placement and ongoing advisory.
- Deliver education and thought leadership to advisor partners through workshops, presentations and training sessions.
- Proactively manage and grow a pipeline through relationship-driven business development.
- Provide deep expertise across High-Net-Worth personal lines (High Value Homes, Umbrella, Fine Art, Collectibles, etc).
- Stay ahead of market trends and translate insights into strategic client recommendations.
Minimum Requirements
- License: Property & Casualty (CA)
- 10+ years of experience within an independent, tech-enabled insurance agency
- Proven experience in business development and High Net Worth advisory
- Travel to financial advisory partners and/or client within the Los Angeles area
Preferred Skills
- Bachelor’s Degree
- Certifications: CPCU, CIC and/or CFP
- Management System: EZLynx
- Computer Skills: MS Outlook, MS Excel
Benefits
- Health
- Start Up Opportunity
- Bonus Eligibility
Job ID: 84223687
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