Medical Strategist

Crump; Provo (UT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

Crump is seeking an Internal Insurance Strategist (IS) to discuss client needs and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote, enabling interaction with clients and advisors nationwide.

The position requires a bachelor’s degree or equivalent and insurance licenses, with a proven sales background in life insurance or related products. Strong communication and planning skills are essential.

Qualifications

• Active Life and Health Insurance license required.
• FINRA registrations required.
• Experience with Windows and Microsoft Office.
• Proven sales track record in life insurance.

Responsibilities

• Lead discovery with clients to assess personal or business needs and goals and explain solutions including life, long-term care and disability income insurance.
• Process insurance applications and follow cases through underwriting.
• Explain how various insurance products work and their advantages.
• Explain basics of estate and business planning and asset leveraging.
• Provide reasonable accommodations as needed.

Skills

Discovery & needs assessment

Client communication

Insurance product knowledge

Education

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

Tools

MS Office

Job description

Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

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.

Responsibilities

• 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.

Qualifications

• 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

Benefits

• 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.

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.