Remote Life Insurance Strategist for Advisors

Amerilife Group, LLC; Pennsylvania; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Retirement savings

Life insurance

Job summary

AmeriLife Group, LLC is seeking an Internal Insurance Strategist (IS) to discuss client needs and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote, with a strong emphasis on discovery, insurance products, and client service.

Ideal candidates hold a bachelor’s degree, Life/Health license, and FINRA registrations (Series 6/63) and have proven sales experience. Expect a collaborative environment with comprehensive benefits.

Qualifications

• Bachelor’s degree or higher; relevant experience preferred.
• Active Life and Health license required at hire.
• Must hold FINRA Series 6 and 63 registrations.

Responsibilities

• Lead discovery with clients and advisors to identify needs and gaps.
• Sell life, annuities, long-term care and disability income products.
• Prepare applications and guide cases through underwriting.
• Explain product options and differences to clients and advisors.
• Drive sales activity and manage daily tasks and calls.
• Work independently and as part of a team to meet quotas.

Skills

Sales

Communication

Time management

Independent worker

Team collaboration

Problem solving

Education

Bachelor’s degree

Life & Health license

FINRA Series 6 & 63

Tools

Microsoft Office

Job description

AmeriLife Group, LLC is seeking an Internal Insurance Strategist (IS) to discuss client needs and sell life insurance and annuities through Crump’s Financial Institutions channel. The role is fully remote, with a strong emphasis on discovery, insurance products, and client service.

Ideal candidates hold a bachelor’s degree, Life/Health license, and FINRA registrations (Series 6/63) and have proven sales experience. Expect a collaborative environment with comprehensive benefits.