Remote Life & Annuity Insurance Strategist

AMERILIFE US; United States; Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Retirement savings

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 in a fully remote role. In this Agent of Record position, you will lead discovery, articulate insurance solutions, and drive sales activity within Crump's Financial Institutions channel.

Qualifications include a bachelor's degree or equivalent, 2+ years in life/long-term care insurance sales, and 2+ years selling annuities.

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 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.
• Minimum of 2 yrs selling Annuities.

Responsibilities

• Lead discovery with clients to identify needs and gaps, and describe insurance solutions.
• Drive sales activity and manage pending business.
• Handle incoming calls from referral sources and pre-set client calls with Advisors.

Skills

Effective interpersonal communication

Customer service

Time management

Independent work

Team collaboration

Sales follow-through

Problem solving

Education

Bachelor's degree or equivalent

Direct life, long-term care and disability insurance sales experience

Annuities sales experience

Tools

Windows PC environment

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 in a fully remote role. In this Agent of Record position, you will lead discovery, articulate insurance solutions, and drive sales activity within Crump's Financial Institutions channel.

Qualifications include a bachelor's degree or equivalent, 2+ years in life/long-term care insurance sales, and 2+ years selling annuities.