Remote Regional Life Insurance Strategist

Amerilife Group, LLC; Virginia (MN); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Job summary

AmeriLife is seeking a sales professional for a remote role focused on life insurance across an assigned territory. You will collaborate with Advisors to design cases, present concepts, and guide clients through underwriting and placement processes.

The role emphasizes advanced wealth transfer knowledge, consultative selling, and meeting high net worth clients. Requires FINRA licenses (6 & 63) and a life insurance license for ongoing client service.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Five years of proven sales experience in a retail life insurance sales or institutional point of sale role.
• Must possess and maintain FINRA registrations (Series 6 and 63).
• Life Insurance licensed.

Responsibilities

• Meet with high net worth clients as part of the Integrated Relationship Management (IRM) Team.
• Assist planners in developing financial plans in wealth transfer and business planning.
• Generate life insurance revenue in the assigned region.
• Support IRM partners in delivering marketing programs tailored to client needs.
• Interface with staff for completion and placement of life insurance with clients.

Skills

Interpersonal skills

Effective written communication

Consultative sales

Independent work capability

Strong presentation skills

Ability to communicate across levels

Advanced insurance concepts

Five years life insurance sales

Life Insurance licensed

FINRA Series 6 & 63

Education

Bachelor's degree or equivalent education

Tools

Microsoft Office

Job description

AmeriLife is seeking a sales professional for a remote role focused on life insurance across an assigned territory. You will collaborate with Advisors to design cases, present concepts, and guide clients through underwriting and placement processes.

The role emphasizes advanced wealth transfer knowledge, consultative selling, and meeting high net worth clients. Requires FINRA licenses (6 & 63) and a life insurance license for ongoing client service.