Remote Life Insurance & Annuities Strategist

AmeriLife; Clayton (NC); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Retirement savings plan

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 through Crump’s Financial Institutions channel. The position is fully remote and emphasizes discovery, solution explanation, and guiding clients through underwriting.

The role requires a life/health license, FINRA registrations, and solid experience in life insurance sales.

Qualifications

• Active Life and Health Insurance license required.
• Must possess and maintain FINRA registrations.
• Bachelor’s degree or equivalent education, training and work-related experience.
• Minimum 2 years direct life, long-term care and disability insurance selling experience in the field with clients and/or 3+ years handling inside sales helping agents sell life insurance.
• Proficient with Microsoft Office software products.

Responsibilities

• Discuss needs with clients and advisors and sell life insurance and annuities.
• Complete insurance applications and oversee underwriting process.
• Explain product differences and advantages to clients.
• Explain estate planning basics and how insurance planning can meet client needs.

Skills

Customer service

Sales experience

Communication skills

Insurance product knowledge

Education

Bachelor’s degree or equivalent education

Tools

Microsoft Office

Windows

Job description

AmeriLife is seeking an Internal Insurance Strategist to discuss client needs and sell life insurance and annuities to clients and advisors through Crump’s Financial Institutions channel. The position is fully remote and emphasizes discovery, solution explanation, and guiding clients through underwriting.

The role requires a life/health license, FINRA registrations, and solid experience in life insurance sales.