Remote Life & Annuity Strategy Consultant

AmeriLife; Philadelphia (Philadelphia County); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote work

Comprehensive benefits

Job summary

AmeriLife is seeking an Internal Insurance Strategist (IS) to discuss client needs and sell life insurance and annuities to clients and advisors within Crump's Financial Institutions channel. The role is fully remote.

You will guide discovery, present solutions, and manage applications through underwriting, while explaining product details and planning concepts to clients and advisors. A strong sales background is essential.

Qualifications

• Bachelor’s degree or equivalent education, training and work-related experience.
• Active Life and Health Insurance license required.
• Must possess FINRA registrations.
• Proven sales track record of meeting sales quotas in the insurance industry.

Responsibilities

• Lead clients through discovery and articulate needs, gaps and opportunities with life, LTC and disability income insurance.
• Complete insurance applications and ensure underwriting process is thorough.
• Explain how products work and differences between product types and their advantages.
• Explain estate planning basics and insurance planning concepts to clients and advisors.

Skills

Sales experience

Client discovery & needs analysis

Ability to meet sales quotas

Education

Bachelor's degree or equivalent education

Tools

MS Office

Windows

Job description

AmeriLife is seeking an Internal Insurance Strategist (IS) to discuss client needs and sell life insurance and annuities to clients and advisors within Crump's Financial Institutions channel. The role is fully remote.

You will guide discovery, present solutions, and manage applications through underwriting, while explaining product details and planning concepts to clients and advisors. A strong sales background is essential.