Remote Life & Annuities Insurance Strategist

AmeriLife; Provo (UT); Remote; USD 65,000 - 105,000; Full time

Benefits offered by this job

PTO

Health, dental, vision

Retirement savings

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. This position is fully remote.

The role requires proven sales ability, knowledge of life, long-term care and disability products, and licensing.

Bachelor’s degree or equivalent and at least 2 years selling life insurance or 3+ years inside sales with agents.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Active Life and Health Insurance license required.
• FINRA registrations (e.g. Series 6 and 63) may be required or appropriate.

Responsibilities

• Lead discovery with clients and advisors to assess needs and present life, long-term care, and disability income solutions.
• Drive sales activity and pending business within the Crump's Financial Institutions channel.
• Handle referrals and schedule pre-set calls with clients and their Advisors.
• Complete insurance applications and manage cases through underwriting.
• Explain product features, differences, and advantages to clients and advisors.
• Guide clients through the sales process to product purchase.

Skills

Interpersonal skills

Communication

Time management

Independent worker

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Windows environment

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. This position is fully remote.

The role requires proven sales ability, knowledge of life, long-term care and disability products, and licensing.

Bachelor’s degree or equivalent and at least 2 years selling life insurance or 3+ years inside sales with agents.