Careers
Capitas Financial provides a number of ways to participate in its growth and its vision.

To learn more about Capitas and how to join our organization, we encourage you to reach out.
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Current Opportunities

New Business Case Manager / Life Insurance Field Underwriter

Capitas Financial is seeking an experienced New Business Case Manager/Life Insurance Field Underwriter to join our team. This role is responsible for coordinating the underwriting, case management and implementation process for new life insurance business while providing proactive, first-class service throughout the process.

The ideal candidate will have experience in life insurance case management, a strong understanding of underwriting and new business processes, excellent communication and organizational skills, and the ability to successfully manage multiple cases in a fast-paced environment.

Location: Remote or in-person, based on applicant location

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Why Capitas?

Directors of Private Wealth and Wealth Planning Consultants work for our partner offices and provide experienced local service to brokers and institutional accounts.

  • Capitas provides competitive compensation and benefits to point-of-sale as well as career paths that will reflect the growth of Capitas Financial and the local partner.
  • Point-of-sale do not compete with each other but instead have the opportunity to collaborate with one another with advanced training.
  • Capitas desires employees to grow in their career and has established a program with a clear cut path for advancement. 

At Capitas, we not only hire field consultants but provide opportunities for internal marketers, case designers, case management and administrative roles.