Remote Regional Life Insurance Strategist

AmeriLife; Virginia (MN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

PTO and Health benefits

Retirement savings plan

Disability insurance

Life insurance coverage

Career advancement opportunities

Job summary

AmeriLife seeks a skilled sales professional to build relationships and initiate new sales across assigned territories. The role involves selling estate, business, charitable and life insurance concepts with Advisors, and supporting them through underwriting and case design.

The position is remote, but the ideal candidate should reside in Eastern PA, Northern VA, MD, or DC. Strong communication, presentation, and wealth transfer knowledge are essential for success in this continuum of financial

Qualifications

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
• Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
• Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
• Proficient in consultative sales
• Excellent presentation skills
• Life Insurance licensed

Responsibilities

• Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management.
• Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
• Responsible for the generation of life insurance revenue in these channels in the assigned region
• Support IRM partners in the delivery of marketing programs tailored to client needs
• Interface with support staff for the completion and placement of life insurance with clients

Skills

Interpersonal skills

Customer service

Time management

Independent worker

Microsoft Office

Problem solving

Communication across levels

Bachelor's degree

FINRA registrations

Sales experience

Wealth transfer knowledge

Consultative sales

Presentation skills

Life insurance licensed

Education

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

Tools

Microsoft Office

Job description

AmeriLife seeks a skilled sales professional to build relationships and initiate new sales across assigned territories. The role involves selling estate, business, charitable and life insurance concepts with Advisors, and supporting them through underwriting and case design.

The position is remote, but the ideal candidate should reside in Eastern PA, Northern VA, MD, or DC. Strong communication, presentation, and wealth transfer knowledge are essential for success in this continuum of financial