Regional Insurance Strategist, TLIS

Amerilife Group, LLC; Virginia; Remote; USD 85,000 - 125,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC is seeking a Regional Insurance Strategist to build relationships and drive new life insurance sales across assigned territories. You will collaborate with Advisors to design cases, present concepts, and guide underwriting, while leveraging advanced marketing tools to reach high-net-worth clients in remote settings.

The role concentrates on estate, business, and wealth transfer planning within the IRM team; ideal candidates hold FINRA licenses (Series 6 & 63), have five

Qualifications

• Bachelor's degree or equivalent education, training and work experience.
• Must possess and maintain FINRA registrations (Series 6 and 63).
• Strong interpersonal and written communication skills are required.
• Proven sales experience in life insurance or related financial services.

Responsibilities

• Meet with high net worth clients as part of the IRM team and provide expertise in insurance planning.
• Assist advisors in wealth transfer and business planning discussions.
• Generate life insurance revenue across assigned regions.
• Support marketing programs tailored to client needs and coordinate with support staff.

Skills

Interpersonal communication

Written communication

Customer service

Time management

Microsoft Office

Sales experience

Education

Bachelor's degree or equivalent

FINRA licenses (Series 6 & 63)

Tools

Windows OS

Job description

## Regional Insurance Strategist, TLISApplyremote type: Remotelocations: Remote, VA: Remote, PA: Remote, MDtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R5196**Why Crump?**We understand that our teammates are more alike than we are different and that we are One Crump. 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.**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.**Job Description****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 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 licensedPreferred 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 UsJoin a company where your contributions make a difference.The demand for financial services is growing--7 in 10 Americans agree the pandemic has been a wake-up call to re-evaluate long-term financial goals. \*Our business units go to market under different brands (Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services), yet we all support our mission of delivering more resources, insurance, and retirement solutions, and creating a perfect client experience for financial professionals and consumers.Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. If you are passionate about creating change by providing unmatched service, then we may be the place for you. We are a high-performance organization that values our teammates’ contributions to our success.We offer a one-stop shop working closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, linked benefits, and disability insurance and to provide seamless access to our in-house expertise for each product line.Crump, a leading third-party distributor and service provider of insurance and retirement products, is part of TIH Insurance.