H-1B Visa Insurance Collector Jobs
Insurance Collector roles qualify for H-1B visa sponsorship when tied to a specialty occupation requiring a bachelor's degree in finance, business, or a related field. Employers filing an LCA must certify the prevailing wage level for your specific location and SOC code before USCIS can approve your petition.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION:
The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.
Responsibilities:
- Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
- Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
- Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
- Present insurance strategies, product structures, and associated financials directly to clients and advisors.
- Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
- Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
- Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
- Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
- Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
- Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
- Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
- Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
- Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
- Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
- Remain accountable for defined and measured goals related to insurance activity and execution.
QUALIFICATIONS
- A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
- Series 7 or 6, 63, and life and health insurance licenses required.
- Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).
SKILLS:
- Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
- Ability to assess complex client needs and design appropriate, scalable insurance solutions.
- Strong presentation, communication, and advisor-facing relationship management capabilities.
- Proven ability to manage high-volume casework end-to-end with precision and accountability.
- Demonstrated leadership and mentoring capability despite individual contributor role.
- Ability to work under pressure, meet deadlines, and deliver consistent execution results.
- Strategic and tactical thinker with a collaborative, solution-oriented approach.
- High level of professionalism, adaptability, and personal accountability.
COMPENSATION RANGE:
The anticipated base salary range for this role is $200,000 to $250,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION:
The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning through placement, and clearly communicate outcomes to advisors and senior leadership.
Responsibilities:
- Lead life insurance case creation, including planning discussions, fact-finding, and client objective gathering in partnership with Private Advisors.
- Prepare and present Rockefeller Capital Management–branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
- Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
- Present insurance strategies, product structures, and associated financials directly to clients and advisors.
- Serve as the primary point of contact for underwriting, coordinating closely with the firm’s Broker General Agent, Ash, to drive efficiency and outcomes.
- Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
- Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
- Review existing insurance portfolios for pricing, efficiency, and policy health, identifying opportunities for optimization or restructuring.
- Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
- Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing case management best practices.
- Own and manage the Proformex book management tool, including data feeds, user access, and report creation.
- Support policy servicing needs as required, including agent of record transfers, ownership changes, and data linkage.
- Coordinate and manage third-party resources and specialists, reporting progress and outcomes to Managing Director leadership.
- Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
- Remain accountable for defined and measured goals related to insurance activity and execution.
QUALIFICATIONS
- A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
- Series 7 or 6, 63, and life and health insurance licenses required.
- Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU, ChFC, etc.).
SKILLS:
- Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
- Ability to assess complex client needs and design appropriate, scalable insurance solutions.
- Strong presentation, communication, and advisor-facing relationship management capabilities.
- Proven ability to manage high-volume casework end-to-end with precision and accountability.
- Demonstrated leadership and mentoring capability despite individual contributor role.
- Ability to work under pressure, meet deadlines, and deliver consistent execution results.
- Strategic and tactical thinker with a collaborative, solution-oriented approach.
- High level of professionalism, adaptability, and personal accountability.
COMPENSATION RANGE:
The anticipated base salary range for this role is $200,000 to $250,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Insurance Collector
Match your degree to the SOC code
USCIS evaluates whether your degree field directly relates to the Insurance Collector role. Pull the O*NET profile for SOC 43-3021 and document how your finance or business degree maps to the specific duties in your job offer letter.
Verify the prevailing wage before accepting offers
Use the OFLC Wage Search to look up the wage level for your exact work location before negotiations. Your employer's LCA must certify at least the Level I prevailing wage, and accepting below that figure creates a compliance problem at filing.
Target employers with active LCA filing history
Search Migrate Mate to find employers who have filed LCAs for insurance and collections roles. Companies with recent H-1B filing history already have internal processes in place, which shortens the timeline between offer and petition submission.
Clarify the specialty occupation argument upfront
Insurance Collector petitions face RFEs when employers can't show the role requires a specific degree rather than any bachelor's degree. Ask the hiring manager to document why a finance or accounting background is required, not just preferred, before the I-129 is filed.
Confirm E-Verify enrollment before your start date
Your employer must be enrolled in E-Verify to employ H-1B workers. If you're joining a smaller insurance firm or collections agency, confirm their E-Verify status during the offer stage so any enrollment gap doesn't delay your Form I-9 completion.
File premium processing if your start date is tight
USCIS offers premium processing on Form I-129 for a 15-business-day adjudication window. If your offer letter has a specific start date tied to a collections cycle or fiscal year, the extra cost protects against standard processing delays running past that date.
H-1B Visa Insurance Collector: Frequently Asked Questions
Does an Insurance Collector role qualify as a specialty occupation for H-1B purposes?
It can, but USCIS scrutinizes collections roles closely. Your employer must demonstrate the position normally requires a bachelor's degree in a specific field such as finance, accounting, or business administration, and that your degree directly relates to those duties. Generic claims that any degree qualifies will typically trigger a Request for Evidence.
How do I find employers who actually sponsor H-1B visas for Insurance Collector positions?
Browse Migrate Mate to filter employers by verified LCA filing history for insurance and collections roles. DOL Labor Condition Application data shows which companies have sponsored H-1B workers in similar occupations, so you can prioritize outreach to employers already familiar with the process rather than educating a reluctant HR team from scratch.
What prevailing wage level applies to Insurance Collector H-1B positions?
The applicable wage level depends on your experience, the complexity of the role, and your work location. Use the OFLC Wage Search and select SOC code 43-3021 for Bill and Account Collectors to find the four wage levels for your metro area. Your employer's LCA must certify at or above the level that matches your actual duties and seniority.
Can I change employers while on H-1B if I'm working as an Insurance Collector?
Yes. H-1B portability under AC21 lets you start working for a new employer as soon as the new I-129 petition is filed, without waiting for approval, as long as your previous H-1B was approved and you've been in valid status. The new employer must file a transfer petition before your current position ends to preserve that portability protection.
What documents should I prepare before an employer files my H-1B petition for an Insurance Collector role?
Gather your official degree transcripts, any professional certifications in collections or credit management, and a detailed job description that links each duty to your specific field of study. USCIS may also request evidence showing the industry standard requires a degree for this role, so collecting comparable job postings from other employers strengthens the specialty occupation argument.