Life & LTC Insurance Strategist

AmeriLife; United States; À distance; USD 85 000 - 135 000; Plein temps

Résumé du poste

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life, long-term care, and disability income insurance to clients and advisors within Crump's Financial Institutions channel. You will guide prospects through discovery, present suitable solutions and manage end-to-end sales activity.

The role requires a Life/Health license, FINRA registrations, and prior experience in life insurance sales, with strong interpersonal and communication skills to support agents

Qualifications

• Bachelor’s degree or equivalent education, training and work-related experience.
• Active Life and Health license required.
• FINRA registrations (Series 6 and 63) required.

Responsabilités

• Lead clients through discovery and present life, long-term care and disability income solutions.
• Manage daily activities and drive sales and pending business.
• Handle referrals and schedule calls with clients and Advisors.
• Complete insurance applications and guide cases through underwriting.
• Explain product types, differences and advantages to clients and advisors.
• Track sales activity through to purchase.

Connaissances

Interpersonal communication

Customer service

Time management

Prioritization

Independent work

Team collaboration

Microsoft Office

Problem solving

Communication across levels

Sales acumen

Licensing knowledge

Formation

Bachelor’s degree or equivalent education

2+ years direct life, LTC and DI insurance selling or 3+ years inside sales with agents

Active Life & Health Insurance license

FINRA Series 6/63 registrations

Outils

Windows OS

Microsoft Office

Description du poste

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life, long-term care, and disability income insurance to clients and advisors within Crump's Financial Institutions channel. You will guide prospects through discovery, present suitable solutions and manage end-to-end sales activity.

The role requires a Life/Health license, FINRA registrations, and prior experience in life insurance sales, with strong interpersonal and communication skills to support agents