Remote Life & Annuity Strategist

AmeriLife; Utah; Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Disability insurance

Job summary

AmeriLife is seeking an Internal Insurance Strategist (IS) to discuss needs with clients and sell life insurance and annuities through Crump’s Financial Institutions channel. The position is fully remote and involves guiding clients through discovery, presenting solutions, and completing underwriting and applications.

A strong sales track record in life/ LTC/ DI insurance and an active Life and Health license are required.

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.
• Must possess and maintain Life and Health Insurance license.

Responsibilities

• Discuss client needs and sell life insurance and annuities to clients and advisors.
• Complete insurance applications and manage underwriting process.
• Explain product features, differences and advantages to clients and advisors.
• Explain estate, business planning and asset leveraging concepts to meet client needs.

Skills

Sales experience

Client discovery

Estate planning basics

Presentation

Windows / Office proficiency

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

AmeriLife is seeking an Internal Insurance Strategist (IS) to discuss needs with clients and sell life insurance and annuities through Crump’s Financial Institutions channel. The position is fully remote and involves guiding clients through discovery, presenting solutions, and completing underwriting and applications.

A strong sales track record in life/ LTC/ DI insurance and an active Life and Health license are required.