Senior Director, Advanced Sales

Amerilife Group, LLC; Massachusetts; Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Director for Advanced Sales to provide exceptional support to life insurance producers. This role involves conducting legal research, developing advanced planning tools, and writing technical materials. The ideal candidate will have a Juris Doctor degree and extensive experience in estate and business planning. Join a forward-thinking company that values diversity and empowers its teammates to excel in a collaborative environment. This is a unique opportunity to make a significant impact in the financial services sector while working remotely.

Qualifications

• 10+ years of experience in tax and legal rules for business and estate planning.
• Exceptional written and interpersonal communication skills required.

Responsibilities

• Conduct legal research on life insurance solutions for estate planning.
• Develop life insurance estate and business planning cases.

Skills

Interpersonal Communication

Written Communication

Customer Service

Time Management

Organizational Skills

Legal Research

Team Collaboration

Self-direction

Education

Juris Doctor (J.D.)

CPA or Estate and Business Taxation Emphasis

Tools

Windows PC

Job description

Senior Director, Advanced Sales page is loaded

Senior Director, Advanced Sales

Apply remote type Remote locations Remote, PA Remote, MT Remote, MI Remote, MA Remote, RI time type Full time posted on Posted 6 Days Ago job requisition id R4047

Why Crump?

We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Job Summary

Provide life insurance producers with specific advanced and enhanced planning support to generate and close advanced life insurance sales. In addition to having attained a legal degree, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts while spending extensive time researching technical tax and legal questions. Will also write articles and materials for insurance producer use.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Legal research regarding Life Insurance solutions in estate and business planning.
• Life Insurance estate and business planning case development.
• Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters.
• Writing articles and technical materials for agents’ use.
• Act as a liaison between agents and carrier home offices to facilitate sales.
• Support the sale of carrier specific and Crump proprietary advanced sales deliverables.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Superior 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.
• Exceptional organizational skills.
• Knowledge of carrier specific advanced sales concepts.
• 10 years of experience and/or education with various tax and legal rules pertaining to business and estate planning.
• Juris Doctor or Doctor of Jurisprudence (J.D.)

Preferred Qualifications:

• Estate and business taxation emphasis or CPA

About Us

Join a company where your contributions make a difference.

The demand for financial services is growing--7 in 10 Americans agree the pandemic has been a wake-up call to re-evaluate long-term financial goals.

Our business units go to market under different brands (Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services), yet we all support our mission of delivering more resources, insurance, and retirement solutions, and creating a perfect client experience for financial professionals and consumers.

Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. If you are passionate about creating change by providing unmatched service, then we may be the place for you. We are a high-performance organization that values our teammates’ contributions to our success.

We offer a one-stop shop working closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, linked benefits, and disability insurance and to provide seamless access to our in-house expertise for each product line.

Crump, a leading third-party distributor and service provider of insurance and retirement products, is part of TIH Insurance.