Remote Insurance Strategist: Life & Annuities Expert

Crump; Philadelphia (Philadelphia County); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

Crump is seeking an Internal Insurance Strategist to discuss needs with clients and advisors, selling life insurance and annuities. The role is fully remote and focuses on driving sales while delivering exceptional client service.

Qualifications include a Bachelor's degree (or equivalent), an active Life and Health license, and FINRA registrations (Series 6/63). Strong communication and a proven sales track record are required.

Qualifications

• Bachelor’s degree or equivalent education and work-related experience.
• Active Life and Health insurance license required.
• FINRA registrations (Series 6 and 63) required.
• Strong interpersonal and written communication skills.
• Proven sales track record in life insurance and related products.

Responsibilities

• Lead clients through discovery and articulate gaps and solutions for life, LTC, and disability insurance.
• Drive daily activities, sales activity, and pending business.
• Handle calls from referrals and schedule client calls with Advisors.
• Complete insurance applications and manage underwriting process.
• Explain product types, differences, and advantages to clients and Advisors.
• See sales activity through to product purchase and close.
• Explain estate and business planning basics and coverage needs.

Skills

Discovery

Sales activity

Client communication

Time management

Independent work

CRM experience

Problem solving

Education

Bachelor’s degree or equivalent

Active Life and Health Insurance license

Tools

FINRA Series 6 & 63

Job description

Crump is seeking an Internal Insurance Strategist to discuss needs with clients and advisors, selling life insurance and annuities. The role is fully remote and focuses on driving sales while delivering exceptional client service.

Qualifications include a Bachelor's degree (or equivalent), an active Life and Health license, and FINRA registrations (Series 6/63). Strong communication and a proven sales track record are required.