Jonathan Bell-Feins, CLU® in

Jonathan Bell-Feins, CLU®

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Assistant Vice President at Highland Capital Brokerage
📍 Boston, Massachusetts, United States

Jonathan Bell-Feins is an Assistant Vice President at Highland Capital Brokerage, specializing in life insurance and estate planning for high-net-worth clients. He holds the Chartered Life Underwriter® designation and has extensive experience working with financial advisors, wealth managers, and private bankers to develop sophisticated insurance solutions.

Originally studying Kinesiology at the University of Maryland before attending UMass Boston, Jonathan has a diverse background that includes managing large teams in the restaurant industry. He is deeply motivated by the real-world impact of his work on families.

He once sold a life insurance policy to a young mother who passed away unexpectedly just a week after giving birth to her third child.

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Experience
14 Years
Current Role
Assistant Vice President
Job Level
Senior
Location
Boston, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jonathan cares about

Estate Planning
He works with financial advisors and their clients to address complex insurance and estate planning needs.
HNW Client Strategy
He focuses on tax-efficient strategies and integrating permanent life insurance for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
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Career

Work history

6-2021
Assistant Vice President
Highland Capital Brokerage
8-2019 - 6-2021
Market Development Director
John Hancock
4-2016 - 8-2019
Senior Sales Support
John Hancock
4-2015 - 4-2016
Agent
New York Life Insurance Company
3-2014 - 4-2015
Manager
Viga Italian Eatery and Catering
In the press

Media appearances

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Education
2012 - 2013
Sociology
UMass Boston
2005 - 2010
Kinesiology
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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