Medical Strategist

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

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a seasoned life insurance professional for a fully remote opportunity in Utah. You will sell life, long-term care and disability income products to clients and advisors, guiding discovery, needs assessment, and solution articulation.

The role requires a current Life and Health Insurance license, a strong sales track record in the insurance industry, and experience with 1035 exchanges and estate planning concepts. Collaborative with agents and advisors is essential.

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 with clients.
• 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform.
• Active Life and Health Insurance license required.
• Must possess and maintain appropriate FINRA registrations.
• Proficiency with Windows PCs and Microsoft Office.
• Understanding of term, whole life, universal life, and variable universal life products.
• Proven sales record of meeting quotas in the insurance industry.

Responsibilities

• Discuss needs with and sell life insurance, and Annuities to the clients and advisors of accounts supported by Crump’s Financial Institutions channel.
• 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).

Skills

Life insurance sales

Disability insurance

Long-term care insurance

Estate planning basics

Education

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

Tools

Windows OS

Microsoft 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.

Position is fully remote.

Key Responsibilities

• Discuss needs with and sell life insurance, and Annuities to the clients and advisors of accounts supported by Crump’s Financial Institutions channel.
• 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).

Requirements

• 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

Benefits

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

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance.

Equal Opportunity Employer

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, and local law. Americans with Disabilities Act (ADA) Statement

ADA Compliance

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 .

Pay Transparency

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.