Remote Life & Annuity Insurance Strategist

Amerilife Group, LLC; Utah; Hybrid; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

AmeriLife Group, LLC is hiring a fully remote Insurance Strategist to discuss client needs and sell life insurance and annuities through the Crump Financial Institutions channel. The role requires strong discovery, communication skills, and a proven sales track record.

Requirements include a Life and Health Insurance license, FINRA registrations (Series 6/63), and 2+ years of direct life insurance sales experience.

Qualifikationen

• 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.

Aufgaben

• Lead clients through discovery, including personal or business needs and goals, current financial status, identify gaps and opportunities, describe solutions including life, long term care and disability income insurance.
• Manage daily activities and drive sales activity and pending business.
• Handle incoming calls directly from referral sources and be available for pre-set calls with clients and their Advisors.
• Complete insurance applications and follow cases through underwriting.
• Explain to clients and advisors how insurance products work and differences between product types.
• Explain the basics of estate planning, business planning, asset leveraging, insurance planning, and 1035 exchanges.

Kenntnisse

Interpersonal communication

Written communication

Customer service

Time management

Independent work

Ausbildung

Bachelor’s degree or equivalent

Tools

Microsoft Office

Jobbeschreibung

AmeriLife Group, LLC is hiring a fully remote Insurance Strategist to discuss client needs and sell life insurance and annuities through the Crump Financial Institutions channel. The role requires strong discovery, communication skills, and a proven sales track record.

Requirements include a Life and Health Insurance license, FINRA registrations (Series 6/63), and 2+ years of direct life insurance sales experience.