Regional Insurance Strategist, TLIS

Amerilife Group, LLC; Virginia (MN); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Job summary

AmeriLife is seeking a sales professional for a remote role focused on life insurance across an assigned territory. You will collaborate with Advisors to design cases, present concepts, and guide clients through underwriting and placement processes.

The role emphasizes advanced wealth transfer knowledge, consultative selling, and meeting high net worth clients. Requires FINRA licenses (6 & 63) and a life insurance license for ongoing client service.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Five years of proven sales experience in a retail life insurance sales or institutional point of sale role.
• Must possess and maintain FINRA registrations (Series 6 and 63).
• Life Insurance licensed.

Responsibilities

• Meet with high net worth clients as part of the Integrated Relationship Management (IRM) Team.
• Assist planners in developing financial plans in wealth transfer and business planning.
• Generate life insurance revenue in the assigned region.
• Support IRM partners in delivering marketing programs tailored to client needs.
• Interface with staff for completion and placement of life insurance with clients.

Skills

Interpersonal skills

Effective written communication

Consultative sales

Independent work capability

Strong presentation skills

Ability to communicate across levels

Advanced insurance concepts

Five years life insurance sales

Life Insurance licensed

FINRA Series 6 & 63

Education

Bachelor's degree or equivalent education

Tools

Microsoft Office

Job description

Job Summary

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. Position will be remote, but ideal candidate should reside in Eastern Pa, Northern VA, MD, or DC.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers3.
• Effective time management skills
• 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

What AmeriLife Offers

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

Equal Employment Opportunity Statement

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. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

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. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

AmeriLife practices five core values at all levels of the organization: Honesty – We deal truthfully with all of our clients Integrity – We always do what is right for our clients Accountability – We put our clients’ needs first by taking take ownership of our actions Excellence – We do more than our jobs by going the extra mile for our clients Courage – We stand up for what is right