Insurance Brokerage Growth Leader

Amerilife Group, LLC; Pennsylvania; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

Amerilife Group, LLC is seeking a high-energy insurance sales professional to design advanced case builds, run illustrations, and prepare proposals for financial advisors across the Northeastern region.

You will drive sales, recruit new advisors, and contribute to regional growth by sharing strategic business plans and marketing concepts with a team of benefit specialists and partners.

Qualifications

• Undergraduate degree or equivalent required; industry designations preferred.
• 2 to 5 years of insurance sales or planning administration experience.
• Understanding of insurance products, advanced case design, business, and estate planning preferred.
• Extensive travel within the Northeastern region required.
• Applicable State Insurance Licenses required; FINRA Series 6 or 7 and Series 63 or 66 preferred.

Responsibilities

• Manage advanced case design, analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals.
• Run illustrations, prepare quotes and proposals for advisors.
• Represent our portfolio of insurance products knowledgeably and effectively.
• Provide technical information to advisors on advanced marketing concepts and case-design strategies.
• Offer expert perspective in client point-of-sale meetings, showcasing advanced case designs.
• Drive sales and retention of new advisor and corporate relationships.
• Share business-building ideas and strategies with financial advisors through facilitation of book-of-business review meetings.
• Develop new business with recruited advisors across various insurance products.
• Attend industry events, facilitate education, and recruit new advisors.
• Meet call activity expectations and monthly sales goals.
• Set and work toward achieving personal revenue goals for overall company growth.
• Collaborate with other business partners to align activities and plans for the region and its advisors.
• Develop collaborative quarterly business plans.

Skills

Strong organizational skills

Teamwork and collaboration

Analytical skills

Proficient with technology

Interpersonal and communication skills

Prospecting skills

Business acumen

Adaptability

Education

Undergraduate degree or equivalent

2 to 5 years insurance sales experience

State Insurance Licenses

FINRA Series 6/7 and Series 63/66 preferred

Job description

Amerilife Group, LLC is seeking a high-energy insurance sales professional to design advanced case builds, run illustrations, and prepare proposals for financial advisors across the Northeastern region.

You will drive sales, recruit new advisors, and contribute to regional growth by sharing strategic business plans and marketing concepts with a team of benefit specialists and partners.