Regional Insurance Strategist

Crump Life Insurance Services; North Carolina; On-site; USD 100,000 - 150,000; Full time

Job summary

A leading life insurance firm is seeking a Vice President, Executive Recruiter, Talent Advisor. This remote role requires building relationships and initiating sales in NC and SC. The ideal candidate will have 5+ years of life insurance sales experience and must be capable of delivering consultative sales while assisting advisors through the underwriting process. A bachelor's degree and FINRA registrations are required.

Qualifications

• Five years of proven sales experience in life insurance.
• Must possess and maintain appropriate FINRA registrations.
• Ability to articulate advanced wealth transfer concepts.

Responsibilities

• Meet with high net worth clients to provide insurance expertise.
• Assist planners in developing financial plans.
• Generate life insurance revenue in assigned regions.

Skills

Effective interpersonal and written communication skills

Ability to provide excellent customer service

Ability to prioritize and accomplish multiple tasks

Capable of working independently

Proficient in consultative sales

Excellent presentation skills

Education

Bachelor's degree or equivalent education

Tools

Microsoft Office

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Crump Life Insurance Services

Vice President, Executive Recruiter, Talent Advisor

This position is remote WFH, the ideal candidate should reside in Western NC or South Carolina to Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. This includes, but is not limited to, designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management.
• Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
• Responsible for the generation of life insurance revenue in these channels in the assigned region
• Support IRM partners in the delivery of marketing programs tailored to client needs
• Interface with support staff for the completion and placement of life insurance with clients

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers.
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC's in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
• Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
• Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
• Proficient in consultative sales
• Excellent presentation skills
• Life Insurance licensed

Preferred Qualifications:

• Advanced designations, such as JD, CFP, CLU, and other industry credentials

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance and Financial Services

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