Remote Insurance Strategist: Life, Annuities & Planning

AmeriLife; Heber (UT); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Disability insurance

Life insurance

Job summary

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 role is fully remote and involves guiding clients through discovery, presenting solutions, and completing applications through underwriting.

The ideal candidate has a bachelor’s degree, 2+ years selling life/long-term care/DI insurance, or 3+ years inside sales supporting agents, plus an active Life & Health

Qualifications

• 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 with clients and/or 3+ years inside sales helping agents sell life insurance.

Responsibilities

• Discuss client needs and sell life insurance and annuities to clients and advisors.
• Complete insurance applications and oversee underwriting process.
• Explain product types, features, and advantages to clients and advisors.
• Explain basics of estate planning and insurance planning, including 1035 exchanges.

Skills

Client discovery

Insurance sales

Product knowledge

Estate planning basics

FINRA registrations

Education

Bachelor's degree

Tools

Windows

Microsoft Office

Job description

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 role is fully remote and involves guiding clients through discovery, presenting solutions, and completing applications through underwriting.

The ideal candidate has a bachelor’s degree, 2+ years selling life/long-term care/DI insurance, or 3+ years inside sales supporting agents, plus an active Life & Health