Remote Insurance Strategist – Life & Annuities

AmeriLife; Little Elm (TX); Remoto; USD 75.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Descrizione del lavoro

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life insurance and annuities to clients and advisors within Crump’s Financial Institutions channel. The position is fully remote and involves guiding clients through discovery, underwriting, and policy selection.

Responsibilities include explaining product features, planning basics, and handling applications to meet client goals. A strong background in life/ LTC/ DI insurance and active licenses is required.

Competenze

• 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 with clients.
• Active Life and Health Insurance license required; FINRA registrations preferred.
• Experience with 1035 exchanges and basic estate/financial planning concepts.

Mansioni

• Lead discovery with clients to identify needs and describe life, long-term care and disability income solutions.
• Complete insurance applications and shepherd cases through underwriting.
• Explain product differences, features and advantages to clients and advisors.
• Provide guidance on estate planning, asset leveraging and insurance planning.

Conoscenze

Life insurance sales

Disability income insurance knowledge

FINRA registrations

Microsoft Office proficiency

Strong communication

Formazione

Bachelor’s degree or equivalent

Strumenti

Microsoft Office

Descrizione del lavoro

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life insurance and annuities to clients and advisors within Crump’s Financial Institutions channel. The position is fully remote and involves guiding clients through discovery, underwriting, and policy selection.

Responsibilities include explaining product features, planning basics, and handling applications to meet client goals. A strong background in life/ LTC/ DI insurance and active licenses is required.