Remote Life & Annuity Strategy Advisor

AmeriLife; Utah; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a seasoned life insurance professional for a fully remote opportunity in Utah. You will sell life, long-term care and disability income products to clients and advisors, guiding discovery, needs assessment, and solution articulation.

The role requires a current Life and Health Insurance license, a strong sales track record in the insurance industry, and experience with 1035 exchanges and estate planning concepts. Collaborative with agents and advisors is essential.

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.
• 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform.
• Active Life and Health Insurance license required.
• Must possess and maintain appropriate FINRA registrations.
• Proficiency with Windows PCs and Microsoft Office.
• Understanding of term, whole life, universal life, and variable universal life products.
• Proven sales record of meeting quotas in the insurance industry.

Responsibilities

• Discuss needs with and sell life insurance, and Annuities to the clients and advisors of accounts supported by Crump’s Financial Institutions channel.
• Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
• Complete insurance applications and take responsibility for following cases thorough the underwriting process.
• Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
• Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).

Skills

Life insurance sales

Disability insurance

Long-term care insurance

Estate planning basics

Education

Bachelor’s degree or equivalent education, training and work-related experience

Tools

Windows OS

Microsoft Office

Job description

AmeriLife is seeking a seasoned life insurance professional for a fully remote opportunity in Utah. You will sell life, long-term care and disability income products to clients and advisors, guiding discovery, needs assessment, and solution articulation.

The role requires a current Life and Health Insurance license, a strong sales track record in the insurance industry, and experience with 1035 exchanges and estate planning concepts. Collaborative with agents and advisors is essential.