Remote Insurance Strategist: Life & Annuities Expert

AmeriLife; Elm (PA); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

PTO and comprehensive benefits

Job summary

AmeriLife is seeking an Internal Insurance Strategist to discuss needs with clients and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote and involves guiding clients through discovery, underwriting, and explaining policy features.

Required are licensure in Life and Health, FINRA registrations, and a proven sales track record. A Bachelor's degree or equivalent is expected, with strong MS Office skills and experience in the insurance

Qualifications

• Minimum 2 years direct life, long-term care and disability insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform.

Responsibilities

• Discuss client needs and sell life insurance and annuities to clients and advisors.
• Complete insurance applications and guide cases through underwriting.
• Explain product types, features, and advantages to clients and advisors.
• Explain estate, business, and asset-leveraging planning concepts including 1035 exchanges.

Skills

Sales experience

Customer service

Communication skills

Negotiation skills

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Windows

Job description

AmeriLife is seeking an Internal Insurance Strategist to discuss needs with clients and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote and involves guiding clients through discovery, underwriting, and explaining policy features.

Required are licensure in Life and Health, FINRA registrations, and a proven sales track record. A Bachelor's degree or equivalent is expected, with strong MS Office skills and experience in the insurance