Investment Director Position

The Law Offices of Jeffrey G. Marsocci, PLLC, an estate and Medicaid Planning law firm with 20+ years of clients, is seeking an Investments Director for an affiliated company to help our clients with life insurance, annuities, Medicare supplements, and long term care insurance. This is an excellent opportunity for someone versed in sales as well as sales support. Our goal is to expand the protection and services we provide for our clients while integrating them with our clients’ existing estate and Medicaid plans.

What We Need

  • Self-motivated and organized individual
  • Willing to learn and adapt to our client processes and work with our financial connections/FMO
  • Comfortable working with seniors and in a progressive environment
  • Able to be aggressive on the phone when dealing with other financial institutions to get investments moved
  • Ability to sell without being “sales-y” and talk to our clients in Plain English
  • Will absolutely respect and consider certain clients “off-limits” for certain investments if they were referred to our firm by another financial advisor or firm


  • Sales background and willing to work on commission
  • Life and Health Insurance license; if not, must be willing to test for it
  • Long Term Care Insurance and Medicare Supplement license; if not, must be willing to test for it
  • Bachelor’s degree preferred
  • Must be willing to work independently as part of a separate business but in conjunction with our law office team
  • Must be OK with cats (No, we’re not kidding. We have an office cat which is actually an integral part of the office environment and a key part of our law firm’s social media strategy. Please don’t say you’re OK with cats if you’re not or if you are allergic to cats because it will only lead to termination if you are hired.)