Remote Life & Annuity Insurance Strategist

AmeriLife; Pennsylvania; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Job summary

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote and involves guiding clients through discovery, presenting solutions, and completing underwriting packages.

The ideal candidate has 2+ years of direct life, long-term care, or disability income insurance sales and holds an active life/health license, with strong knowledge of 1035 exchanges and insurance

Qualifications

• Minimum 2 years direct life, long-term care and disability income insurance selling experience
• Experience selling to clients/advisors through a channel or general agency
• Ability to discuss needs, gaps, and solutions with clients and advisors

Responsibilities

• Discuss client needs with clients and advisors and sell life insurance and annuities
• Complete insurance applications and manage underwriting process
• Explain product differences and advantages; cover estate and financial planning basics

Skills

Life insurance sales

Consultative selling

Client discovery

Comprehensive product knowledge

Education

Bachelor's degree

Tools

Microsoft Office

Job description

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote and involves guiding clients through discovery, presenting solutions, and completing underwriting packages.

The ideal candidate has 2+ years of direct life, long-term care, or disability income insurance sales and holds an active life/health license, with strong knowledge of 1035 exchanges and insurance