Medical Strategist

AmeriLife; Pennsylvania; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits (PTO, medical,…

Job summary

AmeriLife is seeking an Internal Insurance Strategist to discuss needs, sell life insurance and annuities to clients and advisors, and guide cases through underwriting. The role is fully remote, with a focus on Crump’s Financial Institutions channel.

The incumbent will explain product features, education planning concepts, and avenues for coverage optimization while supporting a compliant sales process and strong client service.

Qualifications

• Minimum 2 years direct life, long-term care and disability income insurance selling experience with clients
• Must have active Life and Health Insurance license
• Must possess and maintain FINRA registrations
• Proficiency with basic computer applications (Microsoft Office)

Responsibilities

• Lead discovery with clients and advisors to uncover needs and gaps
• Complete insurance applications and manage underwriting process
• Explain product features and differences to clients and advisors
• Discuss estate planning basics and insurance planning strategies (including 1035 exchanges)

Skills

Sales experience

LIC Life/Health license

FINRA registrations

Education

Bachelor's degree

Tools

Windows

MS Office

Job description

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

• The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life insurance, and Annuities to the clients and advisors of accounts supported by Crump’s Financial Institutions channel. Position is fully remote. Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
• Complete insurance applications and take responsibility for following cases thorough the underwriting process.
• Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
• Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree or equivalent education, training and work-related experience

Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform

CERTIFICATIONS, LICENSES, REGISTRATIONS

• Active Life and Health Insurance license required
• Must possess and maintain appropriate FINRA registrations (e.g. Ability to provide excellent customer service to both internal and external customers
• Experience with PC’s in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions
• Proven sales track record of hitting establish sales quotas in the insurance industry
• Active Life and Health insurance license

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. If you require assistance or accommodation during the application process, please contact us at .

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential.