Remote Insurance Strategist – Life & Annuities

AmeriLife; Provo (UT); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO and benefits

Medical, dental, vision insurance

Retirement savings plan

Job summary

AmeriLife is recruiting 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 role is fully remote and requires active Life and Health licenses and proven sales in life insurance, long-term care, and disability income products.

The position involves discovery, explaining product differences, and guiding clients through applications and underwriting, with a focus on estate planning

Qualifications

• Minimum two years direct life, long-term care and disability income insurance selling experience with clients or three+ years inside sales helping agents sell life insurance.
• Must possess and maintain life and health insurance license.
• FINRA registrations may be required and a strong customer service orientation.

Responsibilities

• Discuss client needs and sell life insurance and annuities to clients and advisors.
• Guide clients through discovery, identify gaps and opportunities, and describe solutions.
• Complete insurance applications and manage underwriting process.

Skills

Life insurance sales

Customer service

Communication

Sales discipline

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Windows PCs

Job description

AmeriLife is recruiting 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 role is fully remote and requires active Life and Health licenses and proven sales in life insurance, long-term care, and disability income products.

The position involves discovery, explaining product differences, and guiding clients through applications and underwriting, with a focus on estate planning